Add an action to update a field if rule criteria is met
for the related rule.
The fields that are available for you to
update depend on the subject area that you define the action for. For
example, you can update address and name fields for the contact subject
area, and score and source fields for the leads subject area, and the
priority field for the service requests subject area.
When the rule is
triggered, fields are updated for all objects that meet the rule
criteria.
-
Navigate to the Customize workspace and
select the Rules tab.
-
Select the rule in which you want to add an update field
action.
-
In the Actions tab, click the
Add button
and select
Update Field.
The Add Update Field Action dialog
opens.
-
In the Execution area, select one of the
following options to define when the rule executes:
- Immediate
- Performs the action immediately after rule criteria is
met.
- Time based
Performs the action relative to a date or time field for
the subject area.
To specify the time, in the
Time based fields, define the number of
days or hours before or after a time field that is specific to
the subject area. For example, for an opportunity, specify
10 Days Before Expected Close
Date.
Note: Before you can create a time-based
action, you must specify both creation and modification triggers
for the rule that contains the action.
-
In the Description field, enter a
description of the field update action.
-
In the Set value of field, select a field
to update.
-
In the To field, select or enter the value
you want populated in the selected field.
The format of the To field depends on
what field you want to update, as well as on the rule subject area.
For example, if the subject area is Contact and the field you want to
update is First Name, then the
To field is a text input field. If the subject
area is Schedule Item and the field you want to update is
Has Related Lead, then the
To field is a check box.
-
Click OK.
The Add Update Field Action dialog
closes.
The update field action is now defined.
