Zoho FSM | Field Updates

Field Updates

Field Updates used with Workflow Rules will enable you to automatically update the value of a field based on some criteria. For example, use a workflow rule to identify regular customers and reward them appropriately.

 Available in Editions: All Editions

Info
- Permission Required: Manage Automation
- Find out the Edition-specific limits for Field Updates.

Create Field Updates

To create a field update:
  1. Navigate to Setup > Automation > Field Updates and click Create Field Update.
  2. In the Create Field Update overlay, enter the following details and click Save.
    1. A Name for the field update
    2. The Module whose field you want to update
    3. Field to Update : The field whose value has to be updated
      The field can be a standard field or a custom field.
    4. The Value with which to update the field


The option Set as Empty can be used to clear the value of any non-mandatory field.

Associate with Workflow Rules  

You can either associate an existing field update with the workflow or create a new field update and associate it to the workflow.


Manage Field Updates

You can edit or delete the field updates.


Example

If the Grand Total of a work order is greater than $1000, the contact gets 50 Reward Points. To implement this, follow the steps below:
  1. Create a custom field Reward Points in the Contacts module.
  2. Create a workflow rule for triggering a field update if the Grand Total of a work order is greater than $1000. The field update should set the field Reward Points in the Contacts module with the value 50.

Create custom field

Create a custom field Reward Points of Single Line type in the Contacts module.

Create workflow rule

  1. Go to Setup > Automation > Workflow Rules and click Create Workflow.
  2. Enter the following details, then click Next :
    1. Module : Work Orders
    2. Rule Name : Customer Reward Points
    3. Description : Assign the Contact 50  Reward Points  if the Grand Total of a work order is more than $1000.



  3. Select the rule trigger as Created or Edited and click Next.



  4. Select the rule criteria as Only to the Work Order matching certain conditions and add the condition  Grand Total >= 1000 . Click Next.



  5. Click +Action and select Field Update.



  6. Select Create New Field Update Action and click Next.



  7. Enter the following details and click Save:
    1. Name: Assign reward points
    2. Module: Contacts
    3. Field to Update: Reward Points
    4. Value: 50



  8. Click Save.