This section provides general instructions for configuring your Field Update Workflow Action.

Table of Contents

• Overview
• Prerequisites
• Steps
• Create a New Workflow or Edit an Existing One:
• Add a Field Update Action:
• Configure the Field Update Action:
• Configuring Field Value with JSON
• Save the Workflow:
• Additional Considerations
• Example 1
• Example 2

Overview

The Field Update workflow action allows you to modify the value of a specific field/fields within a record based on data values or formulas This can be useful for automating data entry, updating status fields, or performing calculations.

Prerequisites

You must have an already created workflow before creating a field update action.

Steps

Create a New Workflow or Edit an Existing One:

1. Navigate to the Workflows List.
2. Create a new workflow or select an existing one to modify.

Add a Field Update Action:

3. Within the Workflow Builder, add a new action of type “Field Update.”

Configure the Field Update Action:

1. Name: Provide a descriptive name for the action (e.g., “Update Status to Completed”).
2. Target Object: Select the type of record you want to update (e.g., Order, Customer).
3. Target Columns: Choose the specific field you want to modify within the target object.
4. Field Value: Specify the new value for the field. You can use static values, formulas, or expressions.

Note: You need to configure the Field Value with in JSON Format For instance, you can set the field value to the JSON object using Obj Gen Format

Configuring Field Value with JSON

To configure the field value using a JSON format, you can specify the desired values within a JSON object. For example, to update the “Genre” field to “Electronic” for a “Tracks” object, you can use the following JSON format:

{
  "genre": "electronic"
}

To configure the field value using a JSON format expression, you can specify the desired values within a JSON object. For example, to update the “name” field to LOOKUP("admin@example.com", "users", "email", "name") for a “Tracks” object, you can use the following JSON format:

{
  "name": "[[=LOOKUP(\"admin@example.com\", \"users\", \"email\", \"name\")]]"
}

1. Filter Condition (Optional): Define conditions that must be met for the field update to occur.
2. Description (Optional): Add a brief description of the action’s purpose.

Save the Workflow:

1. Save the workflow to activate the field update action.

Additional Considerations

• You can use multiple Field Update actions within a single workflow.
• Field updates are processed sequentially based on the order they are defined in the workflow.

Example 1

Let’s say you want to automatically update the “Order Status” field to “Completed” when the “Order Total” reaches $100. You would create a Field Update action with the following settings:

• Name: Update Order Status to Completed
• Target Object: Order
• Target Column: Order Status
• Field Value: { “order_status”: “Completed” }
• Filter Condition: Order Total >= 100

Example 2

Let’s say you want to update the “Genre” field of a “Tracks” object to “Electronic.” You would create a Field Update action with the following settings:

• Name: Update Track Genre to Electronic
• Target Object: Tracks
• Target Column: Genre
• Field Value: { “genre”: “electronic” }
• Filter Condition: (Optional, if you have any specific conditions for this update)

Thank you for following these steps to manage your SnapApp workflow actions effectively. If you have any questions or need further assistance, please don’t hesitate to reach out to our support team. We’re here to help you make the most out of your SnapApp experience.

For support, email us at snapapp@bluevector.ai