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
- Go to Setup > Automation > Workflow > Field Updates.
- In the Workflow Field Updates page, click + Configure Field Update.
-
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 Type Parent Records That You Can Update Contacts Contact Owner, Job Title, Phone Jobs Job Owner Temps Base Pay, Temp Owner, Phone, Email Opt Out Clients Website, Industry, Account Manager Tasks Due Date, Priority, Task Owner Events Host, Location, Title Calls Call Owner, Call Duration, Subject
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