Configure field value in form workflows | Zoho Creator Help

Configure field value in form workflows

To configure set field value action:
  1. While creating a new workflow choose the Field rules option in the When to trigger workflow dropdown.

  2. Click the Add New Action block. The Add New Action window will slide in from the right.

  3. 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.

  4. Choose the Set Field Value action.

  5. Select the field and assign a value to it. You can set values for multiple fields at once.

  6. Click Save Action.
  7. Click Done in the top-right corner of the screen.


The field will display the assigned value while accessing the application.


Related Topics

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                              



                            



                          Manage your brands on social media

                              Zoho Marketing Automation

                                Zoho Sheet Resources

                                 




                                    Zoho Forms Resources


                                      Secure your business
                                      communication with Zoho Mail


                                      Mail on the move with
                                      Zoho Mail mobile application

                                        Stay on top of your schedule
                                        at all times


                                        Carry your calendar with you
                                        Anytime, anywhere




                                              Zoho Sign Resources

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now


                                                    Zoho SalesIQ Resources



                                                        Zoho TeamInbox Resources



                                                                Zoho DataPrep Resources



                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW


                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now










                                                                                          • Related Articles

                                                                                          • Understand set field value in form workflows

                                                                                            The Set field value action allows you to assign a static value to a form field based on a condition. This action executes when a new record is created or when an existing record is modified. You can preset the form field with any default or initial ...
                                                                                          • Understand field availability in form workflows

                                                                                            By default, all fields in the form are available for the users to add or modify data. The Disable Fields action lets you set conditions and disable selected fields to the user when the form loads or based on the value specified in another field. The ...
                                                                                          • Understand Form Workflows

                                                                                            Form workflow refers to the workflow triggered when there is an activity on a form. The activities that you can perform on a form are listed below. Created - Create a new record in the form Created or Edited - Create a new record or edit an existing ...
                                                                                          • Update a form using custom action (from another form's report)

                                                                                            Requirement   Update a form using a custom action configured in another form's report. Use Case In an engineering college student management application, a student may withdraw at any time of the academic year. Whenever a student applies for ...
                                                                                          • Understand form event in workflows

                                                                                            To set a workflow to start rolling out, you need to specify on cue of which record event it needs to be triggered. Options are when a record is created, when a record is edited, when a record is created or edited, or when a record in deleted. Then ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace

                                                                                            Resources

                                                                                            Videos

                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                            eBooks

                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                            Webinars

                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                              Zoho Show Resources