## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/ca/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

{#field-updates}

# Field Updates

Using Field Updates, you can have the system automatically update fields of a particular module when a workflow rule is triggered. For example, you can automatically extend the expiration date of a quote to June 30 when its total amount is greater than or equal to $500.

**Scenario:** Maria, an accountant at a design studio, sends quotes to clients with a standard validity period. Whenever a quote total reaches $500 or more, she wants to give clients extra time to confirm. She creates a field update that extends the expiration date and associates it with a workflow rule, so every qualifying quote is updated automatically without her having to edit each one by hand.

## Create Field Updates

To associate field updates with workflow rules, you must first create them. Here’s how:

*   Go to **Settings** in the top right corner of the page.
*   Select **Workflow Actions** under _Automation_.
*   In the _Workflow Actions_ pane, select **Field Updates**.
*   Click **\+ New Field Update** in the top right corner.

![New Field Update](/ca/books/help/images/settings/Automation-NewFieldUpdate.png)

*   Enter a **Name** for the field update.
*   Select the **Module** for which you want to create the field update.
*   Select the **Field** you want to update from the dropdown and enter the value. Check **Update with empty value?** if you want to update the field with an empty value.
*   Click **Save**.

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## Associate Field Updates with Workflow Rules

The field updates you create should be associated with workflow rules so that they are triggered automatically when the required conditions are met. To associate field updates with workflow rules:

*   Go to **Settings**.
*   Select **Workflow Rules** under _Automation_.
*   Click **\+ New Workflow Rule** in the top right corner.
*   Enter the necessary details. See [Workflow Rules](/ca/books/help/settings/automation/workflow-rules.html).
*   Under [**Actions**](/ca/books/help/settings/automation/workflow-rules.html#add-actions), choose **Field Updates** as the _Type_ and select the field update you want to associate with the workflow rule.
*   Click **Save**.

Now, whenever the criteria is met, the workflow rule will be triggered, which in turn will trigger the field update.

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## Edit Field Updates

If you want to update the details of a field update, you can edit it. Here’s how:

*   Go to **Settings** in the top right corner of the page.
*   Select **Workflow Actions** under _Automation_.
*   In the _Workflow Actions_ pane, select **Field Updates**.
*   Hover over the field update you want to edit, click the dropdown to the right, and select **Edit**.
*   Make the necessary changes and click **Save**.

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## Filter Field Updates

To filter the field updates:

*   Go to **Settings** in the top right corner of the page.
*   Select **Workflow Actions** under _Automation_.
*   In the _Workflow Actions_ pane, select **Field Updates**.
*   Under **Module**, select a module from the dropdown for which the field update has been created.

Based on your selection, the corresponding field updates will be displayed as a list.

![Filter Field Update](/ca/books/help/images/settings/Automation-FieldUpdateFilter.png)

**Note:** You can create a maximum of 3 field updates for each workflow rule.

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## Delete Field Updates

**Warning:** Deleting a field update is permanent and cannot be undone. If the field update is associated with a workflow rule, the workflow rule will not be executed.

To delete a field update:

*   Go to **Settings** in the top right corner of the page.
*   Select **Workflow Actions** under _Automation_.
*   In the _Workflow Actions_ pane, select **Field Updates**.
*   Hover over the field update that you want to delete and click the **Delete** icon.

![Delete Field Update](/ca/books/help/images/settings/Automation-FieldUpdateDelete.png)

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## Related Topics

*   [Workflow Rules](/ca/books/help/settings/automation/workflow-rules.html)
*   [Email Alerts](/ca/books/help/settings/automation/workflow-actions/email-alerts.html)
*   [In-app Notifications](/ca/books/help/settings/automation/workflow-actions/in-app-notifications.html)
*   [Functions](/ca/books/help/settings/automation/workflow-actions/functions.html)
*   [Webhooks](/ca/books/help/settings/automation/workflow-actions/webhooks.html)
*   [Schedules](/ca/books/help/settings/automation/schedules.html)
*   [Workflow Logs](/ca/books/help/settings/automation/workflow-logs.html)