The Field Update option helps you automatically update certain field values in the records when the associated workflow rule is triggered.
Profile Permission Required: Users with the Administrator profile can access this feature.
To create field updates:
Note
If you have candidate records from various sources, you can create a workflow rule to assign a candidate owner for all records from a particular source and update the records in bulk.
Rule: Whenever a candidate record's Source value is Resume Inbox.
Action (Field Update): Reassign ownership of the candidate record.
First, you need to create a Workflow Field Update as given below:
Once the field updates have been created, you need to create a workflow rule as follows:
Now, when you update the source field of any candidate record (in the Other Info section) to Resume Inbox, the record ownership is automatically reassigned to the specified user.
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