Field Update helps the users automatically update certain field values in the records, when the associated workflow rule is triggered.
To create field updates,
- Log in to Zoho Sigma console and click Extensions.
- Select the extension you'd like to modify and click Edit Extension.
You will be navigated to the Zoho Developers console. - Click Automate in the left pane of the Extension Details page and click Workflow.
- Click Field Updates tab at the top of the page and click Configure Field Update.
- In the New Workflow Field Update page, do the following:
- Enter a Name for the field update.
- Select the Module from the drop-down list.
- You can also update the field values of the related parent records associated to the record selected for workflow rule. For example: While creating workflow rules for Contacts, you will be able to update the fields of the parent Account records too.
- From the Update drop-down list, select the field you'd like to update, then input the value you'd like to change it to.
- Click Save.

Note

- Workflow Field Updates cannot be associated to a workflow rule if the Execution Criteria selected for a rule is 'Delete'.
- You can associate a maximum of three field updates to each action (Instant and Time Based Actions).
- You can also create Workflow Field Updates to update parent record's fields.