Configure field value in form workflows
- While creating a new workflow choose the Field rules option in the When to trigger workflow dropdown.
Click the Add New Action block. The Add New Action window will slide in from the right.
- Zoho Creator executes the action whenever there is an activity on the form. You can run the action for selected records by setting the criteria. Refer to the Set criteria page to learn more about setting criteria in a workflow.
- Choose the Set Field Value action.
- Select the field and assign a value to it. You can set values for multiple fields at once.
- Click Save Action.
- Click Done in the top-right corner of the screen.
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