A two-step process has to be incorporated to achieve the Custom Field update as follows:
Upload File Preparation:
As a first step, We would suggest you to follow the below steps for pulling the file report that has to be uploaded for Custom Field ID update.
Navigate to Reporting-> ‘Data sources’ in your tenant
Select ‘Rate Plan’ data source
Pull a report with Custom Field (already maintained in your tenant), ID from Rate Plan object and Subscription Name from Subscription object
Click Export and Download the file
Open the downloaded file and customize the Column names as follows
Rate Plan: Custom field values-> customvalues
Rate Plan: ID-> rateplanid
Subscription: Name -> subscriptionname
Update the file with Correct Custom Field values that has to be updated in the system, as per your records.
Custom Field Update:
Navigate to Workflows-> Add-> Blank workflow
Click on the ‘Edit’ option after naming the workflow
Direct to the ‘Settings’ tab and click the ‘+’ icon on the “Mapped Input Fields and Params” Section. Give the inputs as shown below for file upload setting and click update.
For each->Logic->Iterate, provide the Object field as the Input_file that would be read for mapping and click update
2. Callout for file update
On success->Notifications->Callout, you have to call the ‘Put’ Method for updating the Custom field using the Rate Plan Id.
Perform Callout using the below criteria under ‘Headers’, ‘Body’ & ‘Authentication’ tabs and click update
Run the workflow, check if the tasks are completed successfully in ‘Run History’ and perform a cross check to see if the Custom field got updated as per your inputs.
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