Difference between revisions of "Workflow Task Type: Update Standard Field Value"

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To populate with a [[System Variables|system variable]] value (for example, to put a submission deadline into a standard field when a record is created)
 
To populate with a [[System Variables|system variable]] value (for example, to put a submission deadline into a standard field when a record is created)
 
* '''@system.Submission Deadline@'''
 
* '''@system.Submission Deadline@'''
 +
 +
==Task Settings==
 +
Change Status Tasks have the following settings:
 +
* '''Name''' - Narrative name for the task.
 +
* '''Task Number''' - A system generated number that determines the presentation order of the task in the workflow.  This number can be changed to display the step in a different location.
 +
* '''Description''' - Detailed description of the task ''(optional)''.
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* '''Expire After''' - Intended duration of the workflow.
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* '''Use Field''' - lists custom fields across all UTAs from the selected UTA level. This workflow task will update the selected field with the value in the "Update To Value" setting.
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* '''Update To Value''' - accepts hard-coded values and variables. This workflow task will use this value to update the field selected in the "Use Field" setting.
  
 
==See Also==
 
==See Also==

Revision as of 08:55, 26 September 2013

The Update Standard Field Value workflow type can be used to write values to standard fields on the object against which the Workflow is triggered.

Standard fields on the following object types can be updated using this method:

These values can be hard-coded values, or can also use variables.

You can also use MySQL syntax to manipulate values using sscalculation

WorkflowTaskTypeSettings-UpdateStandardFieldValue.png

Examples

To populate the current date (for example, a workflow triggered at status Submitted could be configured to put today's date into a standard field, for example the "Start Date" standard field:

  • @date(currentdate)@

To populate a date 1 year from the current date (for example, for a progress report that is due 1 year after the application is submitted)

  • <!--@sscalculation(date_add(CURDATE(), INTERVAL 1 YEAR))-->

To populate with a system variable value (for example, to put a submission deadline into a standard field when a record is created)

  • @system.Submission Deadline@

Task Settings

Change Status Tasks have the following settings:

  • Name - Narrative name for the task.
  • Task Number - A system generated number that determines the presentation order of the task in the workflow. This number can be changed to display the step in a different location.
  • Description - Detailed description of the task (optional).
  • Expire After - Intended duration of the workflow.
  • Use Field - lists custom fields across all UTAs from the selected UTA level. This workflow task will update the selected field with the value in the "Update To Value" setting.
  • Update To Value - accepts hard-coded values and variables. This workflow task will use this value to update the field selected in the "Use Field" setting.

See Also