=INSTANCEUPDATE

The =INSTANCEUPDATE() function updates a specific field in one or more process instances that match a defined search query. It is commonly used to synchronize or propagate values across related processes.

Syntax

=INSTANCEUPDATE(FieldIDToUpdate; TableIDToSearch; SearchQuery; NewFieldValue)

Parameters

• FieldIDToUpdate – The ID of the field to update in the matching process instances.

• TableIDToSearch – The ID of the process table to search.

• SearchQuery – A query used to identify which process instances should be updated.

• NewFieldValue – The value to write to the specified field.

How It Works

• The function searches the specified table using the provided query.

• All matching process instances are updated.

• The specified field is set to the new value for each match.

Example

=INSTANCEUPDATE(
  234567890123456789; 123456789012345678;
  tf_id_123456789012345678[eq]Approved;Complete)

Usage Notes

• Use precise search queries to avoid unintended updates.

• A search query is required. If it is missing, or it has nothing left to match on (for example, a field token in it is blank), no process instances are updated.

• If a value a field token fills into the search query contains a semicolon (;), [or], or the word OR with spaces around it, no process instances are updated, because the search would read that value as more than one condition. A field holding several values separates them with semicolons.

• The target field must exist in the destination process.

• Formula functions are case sensitive and must be written in ALL CAPS.

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Keywords

INSTANCEUPDATE, update process instances, bulk field update, cross-process update, workflow automation, process table update, formula function