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

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                      Still can't find what you're looking for?

                      Write to us: support@zohoforms.com


                            




                            

                        Zoho Marketing Automation

                          Zoho Sheet Reources

                           




                              Zoho Forms Resources


                                Secure your business
                                communication with Zoho Mail


                                Mail on the move with
                                Zoho Mail mobile application

                                  Stay on top of your schedule
                                  at all times


                                  Carry your calendar with you
                                  Anytime, anywhere




                                        Zoho Sign Resources

                                          Sign, Paperless!

                                          Sign and send business documents on the go!

                                          Get Started Now


                                              Zoho SalesIQ Resources



                                                  Zoho TeamInbox Resources



                                                          Zoho DataPrep Resources



                                                            Zoho DataPrep Demo

                                                            Get a personalized demo or POC

                                                            REGISTER NOW


                                                              Design. Discuss. Deliver.

                                                              Create visually engaging stories with Zoho Show.

                                                              Get Started Now











                                                                                    • Related Articles

                                                                                    • Managing Workflow

                                                                                      Workflow management helps you to automate your staffing processes. You can automatically assign tasks to users, based on the criteria defined in the rules and update certain fields. Workflow automation consists of the following components: Workflow ...
                                                                                    • Workflow Rules

                                                                                      Workflow Rules in Zoho Workerly, are a set of actions (alerts, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email alerts, SMS alerts, assigning tasks and updating ...
                                                                                    • Workflow Tasks

                                                                                      Workflow Tasks are among the actions associated with a workflow rule. A task is nothing but an activity that is assigned to a user. When you associate a workflow task to a workflow rule, it is automatically assigned to the chosen user when the rule ...
                                                                                    • Workflow Alerts

                                                                                      Workflow Alerts are among the actions associated with a workflow rule. Alerts are nothing but emails or SMS triggers that are sent to Temps, Contacts, and Users. When you associate a workflow alert to a workflow rule, the selected email or SMS is ...
                                                                                    • Manual Workflow Trigger

                                                                                      Manual Workflow Trigger is an option that can be triggered by a user while creating or editing a record. This can be configured through a Workflow Rule. Enabling this will execute the workflow only on a manual action and not automatically. It's ...
                                                                                    Wherever you are is as good as
                                                                                    your workplace

                                                                                      Resources

                                                                                      Videos

                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                      eBooks

                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                      Webinars

                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                      CRM Tips

                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                        Zoho Show Resources