Table of Contents

Purpose

To automatically update the value in the related form by selecting or providing the specific lookup value in the form. The field gets updated with the new values when the corresponding rule is triggered in the related form. This feature is very useful to avoid manual value entries in the related forms and thus saves time.

How to add Field Update?

  1. Click Settings > Field Update under Automation > Add Field Update
  2. Select Form Name from the drop-down list
  3. Provide Field Update Name and Description
  4. Select a value from the first drop-down list of Edit Field. This selected lookup value gets invoked and thus updates the value in the related form
  5. Select or provide value under Edit Field from the second drop-down list

       7. Click Save

How to integrate Field Update in Workflow?

  1. Click Setup > Workflow under Automation
  2. Click Workflow > Add Workflow
  3. Select Form Name
  4. Provide Workflow Name and Description
  5. Workflow is triggered only when the status check box is enabled and active
  6. Select Execute based on action
  7. Under Trigger Process click the folder icon in the Field update list and select the field update
  8. Click Save

Example Scenario - Exit Process

This example lets you do the complete process of field update in exit details form. To automatically update the Employee Status as Resigned in the employee form by updating a value in the Resignation form, follow the below steps:

  • Click Settings > Field Update under Automation > Add Field Update
  • Select Resignation Form from Form Name
  • Provide Field Update Name as Change Employee Status as Resigned and Description if needed
  • Select Employee Status (Employee ID) from the first drop-down list of Edit Field. This selected lookup value gets invoked and thus updates the same value in the employee form
  • Click Provide Value and enter 'Status of employee ( Resignation Form)'
  • Click Save

To map this Field Update to a workflow:

  • Click Settings > Workflow > Add Workflow
  • Select 'Resignation Form'from Form Name
  • Provide Workflow Name as 'To change status of employee' and give a Description if needed
  • Select Execute based on action
  • Under Field Update, select Status of Employee
  • Under Action, go to Field Update and click on the folder to select the Field update (To change the employee status)

  • Click Save

Note:

You can trigger only 500 workflows per day if the workflow rule is given based on the same field. This is a precautionary action to avoid repeated looping and to maintain server efficiency.