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| − | 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.
| + | #REDIRECT [[Workflows_Overview#Task_Type:_Update_Standard_Field_Value]] |
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| − | Standard fields on the following object types can be updated using this method:
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| − | * {{l1}}s
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| − | * {{l2}}s
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| − | * [[Organization|Companies]]
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| − | * [[Contact]]s
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| − | * [[Transactions]]
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| − | These values can be hard-coded values, or can also use variables.
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| − | You can also use MySQL syntax to manipulate values using [[sscalculation]]
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| − | [[Image:WorkflowTaskTypeSettings-UpdateStandardFieldValue.png|link=]]
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| − | ==Task Settings==
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| − | Update Standard Field Value Tasks have the following settings:
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| − | * '''Name''' - Narrative name for the task.
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| − | * '''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.
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| − | * '''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 standard fields 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.<br />
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| − | Note: Some standard fields (such as Type) require the ID, not the type name in order to update correctly.
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| − | ==Examples==
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| − | Variables can be used in the "Update To Value" setting. Some examples are as follows:
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| − | 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:
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| − | * '''@date(currentdate)@'''
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| − | 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)
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| − | * '''<!--@sscalculation(date_add(CURDATE(), INTERVAL 1 YEAR))-->'''
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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)
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| − | * '''@system.Submission Deadline@'''
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| − | ==See Also==
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| − | * [[Variable List]]
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| − | * [[Workflow Task Types]]
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| − | * [[Update Custom Field Value]]
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| − | [[Category:Workflows]] | |
