- Permission Required: Manage Automation

- Find out the Edition-specific limits for Field Updates.

Create Field Updates

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
   

Associate with Workflow Rules  

Manage Field Updates

Example

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 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.