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.
Create Field Updates
To create a field update:
Navigate to
Setup
>
Automation
>
Field Updates
and click
Create Field Update.
In the
Create Field Update
overlay, enter the following details and click
Save.
An
Name
for the field update
The
Module
whose field you want to update
Field to Update
: The field whose value has to be updated
The field can be a standard field or a custom field.
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 to 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:
Create a
custom field
Reward Points in the Contacts module.
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 in the
Contacts
module a
custom field
Reward Points of type Single Line.
Create workflow rule
Go to
Setup
>
Automation
>
Workflow Rules
and click
Create Workflow.
Enter the following details, then click
Next
:
Module
: Work Orders
Rule Name
: Customer Reward Points
Description
: Assign the Contact 50
Reward Points
if the
Grand Total
of a Work Order is more than $1000.
Select the rule trigger as
Created or Edited
and click
Next.
Select the rule criteria as
Only to the Work Order matching certain conditions
and add the condition
Grand Total >= 1000
. Click
Next.
Click
+Action
and select
Field Update.
Select
Create New Field Update Action
and click
Next.
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