Actions - Field updates

Actions - Field updates

Setting up field updates 



Help guide
  1. Setting Field Updates

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                                                                                          • Related Articles

                                                                                          • Setting Field Updates

                                                                                            The Field Update option helps you to automatically update certain field values in the records, when the associated workflow rule is triggered. Availability Permission Required Users with administrative profile can access this feature. To create field ...
                                                                                          • Configuring Automatic Actions

                                                                                            Zoho CRM allows you to create specific set of actions that aide in automating your sales and marketing activities. There are totally 5 actions that you can create and these actions can be associated with Workflow rules, Blueprint and Approval ...
                                                                                          • Actions

                                                                                            Create actions to automate your sales and marketing activities. Help guide Creating Workflow Tasks Setting Email Notifications Setting Field Updates Associate Functions Creating Webhooks
                                                                                          • Associating Actions for Approval or Rejection

                                                                                            With each approval process, you can associate some actions such as adding a task, updating fields, sending email alerts, calling webhooks, etc. that will be executed on approval or rejection of a record. When you set multiple stages of approval that ...
                                                                                          • How many alerts, tasks and field updates can I associate to a workflow rule?

                                                                                            You can associate a maximum of 5 alerts, 5 tasks and 3 field updates to each action (Instant or Scheduled) to a workflow rule. However, this count varies on edition you are using. In the Free Edition, you can associate a maximum of 5 alerts and 5 ...
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