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

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You can also use MySQL syntax to manipulate values using [[sscalculation]].
 
You can also use MySQL syntax to manipulate values using [[sscalculation]].
  
'''Note:''' It is important the field to be updated does not have the Read Only option checked in the Formatting section of the field options (or a "readonly" HTML tag or "textreadonly" CSS class).
 
  
 
[[Image:UpdateCustomFieldValue.png|link=]]
 
[[Image:UpdateCustomFieldValue.png|link=]]
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* '''Expire After''' - Intended duration of the workflow.
 
* '''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.
 
* '''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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'''Note:''' It is important the field to be updated does not have the Read Only option checked in the Formatting section of the field options (or a "readonly" HTML tag or "textreadonly" CSS class).
 
* '''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.
 
* '''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.
  

Revision as of 12:11, 20 October 2014

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

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

You can also use MySQL syntax to manipulate values using sscalculation.


UpdateCustomFieldValue.png

Task Settings

Update Custom Field Value 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.

Note: It is important the field to be updated does not have the Read Only option checked in the Formatting section of the field options (or a "readonly" HTML tag or "textreadonly" CSS class).

  • 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.

Examples

Variables can be used in the "Update To Value" setting. Some examples are as follows:

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

  • @date(currentdate)@

To populate a date one year from the current date (for example, for a progress report that is due one 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 custom field when a record is created):

  • @system.Submission Deadline@

See Also