Field Updates

Using Field Updates, you can have the system update fields of a particular module automatically for which the workflow has been triggered. These workflows can be triggered based on the criteria you set. For example, you can choose to automatically update the payment terms in bills to Net 90 days for certain vendors.

Create Field Updates

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

Go to Settings in the top right corner of the page.
Click Workflow Actions under Automation.
Click Field Updates in the Workflow Actions pane.
Click + New In-App Notification in the top right corner.
Enter the Name for the field update.
Select a Module from the dropdown.
Select the field that you want to Update and enter the value to be updated.
Check Update with empty value? if you wish to update the field with an empty value.
Click Save.

Associate Field Updates With Workflow Rule

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

To associate field updates with workflow rules:

Go to Settings in the top right corner of the page.
Click Workflow Rules under Automation.
Click + New Workflow Rule in the top right corner.
Enter the necessary details.
Under Actions, choose Field Updates as the Type and select the alert 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.

Edit Field Updates

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

Go to Settings in the top right corner of the page.
Click Workflow Actions under Automation.
Click Field Updates in the Workflow Actions pane.
Click the Field Updates tab.
Hover over the field update you want to edit.
Click the Dropdown icon and select Edit.
Make the necessary changes and click Save.

Filter Field Updates

You can find field updates easily by filtering them by the module for which they were created. To filter field updates:

Go to Settings in the top right corner of the page.
Click Workflow Actions under Automation.
Click Field Updates in the Workflow Actions pane.
Click the filter next to Module and select the required option. The field updates created for the selected module will be displayed.

Delete Field Updates

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

If you no longer require certain field updates, you can delete them. Here’s how: