Zoho Workerly | Workflow Field Updates

Workflow 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


Profile Permission Required
 : Users with the Administrator profile can access this feature.


To create field updates

  1. Go to Setup Automation Workflow Field Updates.
  2. In the Workflow Field Updates page, click + Configure Field Update.
  3. In the
     
    New Workflow Field Update page, do the following:
    • Enter a Name for the field update.
    • Select the Module from the drop-down list.
      You can also update the field values of the related parent records associated to the record selected for workflow rule.
    • Select the field from the Update drop-down list that needs to be updated.
    • Specify the value for the field that you want updated.
    • Click Save.


Note

  • Workflow Field Updates cannot be associated to a workflow rule if the Execution Criteria selected for a rule is 'Delete'.
  • You can associate a maximum of 3 field updates to each action (Instant and Time Based Actions).
  • You can update the Record Owner field too using this feature.
  • You can also use this feature to update a Text field and DateTime field with no value so that the field is left blank.
  • Using workflow field updates, the owner of the record can be changed. If the user to be assigned is inactive or unconfirmed, the workflow field update will not be executed.
  • From within a workflow rule, you can also create Workflow Field Updates to update parent record's fields.
    Record TypeParent Records That You Can Update
    ContactsContact Owner, Job Title, Phone
    JobsJob Owner
    TempsBase Pay, Temp Owner, Phone, Email Opt Out
    ClientsWebsite, Industry, Account Manager
    TasksDue Date, Priority, Task Owner
    EventsHost, Location, Title
    CallsCall Owner, Call Duration, Subject

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