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

Revision as of 14:25, 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:

• Level 1s
• Level 2s
• Companies
• Contacts
• Transactions

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

You can also use MySQL syntax to manipulate values using sscalculation

Task Settings

Update Standard 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 standard fields 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.

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 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@

See Also

• Variable List
• Workflow Task Types
• Update Custom Field Value