The Set Value step is the most common step used to build actions. You will need a Set Value Step anytime manipulation of data is required.

Common examples include:

• Mapping Input from the current record's data (Input Variable) to another variable
• Mapping search results (stored in a Collection Variable) to a Record Variable to update and save within a For Each loop
• Mapping Member ID from the Context Variable to identify the current user
• Mapping Additional Input variable values to be saved in records
• Mapping ScratchPad variable values to be used in locations like counters

The Set Value Step supports the visual mapping of fields from one variable to another or the advanced option of scripting to define unstructured data using the ScratchPad. Multiple sources are also allowed, when mapping values to a target variable.

To add a Set Value Step:

1. Drag and drop a Set Value Step from the palette onto the process flow in the desired position.
2. Double-click the icon to open the Set Value Properties window.
3. When you first open the map click on the Select a Target drop down menu to choose a variable where your mapping results will be stored after this step is complete.
4. At any time you can click on the name of a variable on the left side's variable list to expand its data structure to be used for mapping.
5. Drag and drop fields from your variable list on the left to the Set Value step's output variable on the right. The Enter Expression field will display the expression representing the field you are mapping from the source to the target. You can use the Expression Builder to set up complicated calculations within the Set Value step.
6. Click on a field that has not been mapped. By default the Leave Unchanged radio button is selected. If this field in the variable was defined earlier, the Set Value will copy over the previously defined value. If you select the Clear Value radio button this field's value will be deleted when the Set Value step is performed.
7. When a field is selected on the left side of the Set Value step, you can click on the Show button next to Properties to view additional details about the field. You can hide these details by clicking on the Hide button.
   
8. When you are satisfied with the mapping, click Ok.

There is no requirement that you select any variable form the variable list to Map to the output of the Set Value. You can simply select a field in the Set Value's output and manually enter the expression representing the value you want using the Expression Builder. Select the field to highlight it, select the Edit Expression radio button, and enter the desired expression.