Create Field Updates | Online Help - Zoho CRM

Setting 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
Permission Required
Users with administrative profile can access this feature.



To create field updates

  1. Go to Setup Automation Actions 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. For example: While creating workflow rules for Contacts, you will be able to update the fields of the parent Account records too. 
    • 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 5 field updates to each action (Instant and Scheduled 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.
  • You can update Picklist fields that are not mandatory as 'None'.
  • 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
    Accounts, Vendors
    Deals
    Accounts, Campaigns, Contacts
    Cases
    Products, Accounts, Deals, Contacts
    Solutions
    Products
    Products
    Vendors
    Quotes
    Contacts, Accounts, Deals
    Sales Order
    Contacts, Accounts, Deals, Quotes
    Purchase Orders
    Contacts, Vendors
    Invoices
    Accounts, Sales Orders, Contacts

Scenario for Field Update

Scenario:

You want to make sure you don't lose track of all the Large Enterprise leads.

So you create a workflow rule and associate a field update to it.

Rule: Whenever a lead is created/edited with Industry as Large Enterprise and its Lead Status is Not Contacted

Action (Field Update): Update Lead Status to Contact Immediately.

First, you need to create Workflow Field Update as given below:

  1. Click SetupAutomation Actions Field Update.
  2. In the Workflow Field Update page, click Configure Field Update

  3. In the New Workflow Field Update page, enter a Name for the update.
  4. Select the Module for which the field update applies.
  5. Specify the Update as Lead Status = Contact Immediately.
  6. Click Save.
    Once the field updates are created, you need to create a workflow rule with the following:
    • Module - Leads
    • Execute On - Create
    • Rule Criteria Lead Status is Not Contacted and Industry is Large Enterprise.
    • Instant Action - Workflow Field Update (select the field update that you created)

Now, when you create a lead with the Industry as Large Enterprise and Lead Status as Not Contacted, the Status is updated automatically as Contact Immediately. 




    Access your files securely from anywhere

      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


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          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 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

                                                                                                              • Creating Workflow Tasks

                                                                                                                Workflow Tasks are among the actions associated to a workflow rule. A task is an activity that is assigned to a user. When you associate a workflow task to a workflow rule, it is automatically assigned to the user when the rule is triggered for the ...
                                                                                                              • FAQs: Workflow for Emails

                                                                                                                What's workflow rules for emails and why do I need it? In Zoho CRM, workflow rules for emails allow you to automate and streamline your communication processes. Workflow rules are a set of instructions that you can define to trigger automatic actions ...
                                                                                                              • Configuring Workflow Rules

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

                                                                                                                Workflow rules for calls allow you to perform certain actions automatically whenever a call is received, made, missed or scheduled. It significantly reduces manual effort of updating or adding details about the individual call. For example, you can ...
                                                                                                              • FAQs: Workflow Rules

                                                                                                                What is a workflow rule? Workflow rules in Zoho CRM are designed to enhance productivity of the users and reduce manual work by automating routine activities in a business process. They allow you to create rules that can trigger different action ...
                                                                                                                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