Change Field Workflow Step

The Change Field workflow step is used to change the value in a field. The value can be changed to a predetermined amount or to the value of another field.

Configuring the Change Field workflow step

Add the Change Field step to a workflow by double-clicking the Change Field workflow step from the Process Control folder.

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Once the field is selected a Change Field dialog box is displayed containing two tabs: General and Field.

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General

The General tab is used to provide the below basic information about the workflow step:

Attribute

Description

Step Title

Provide the name of the workflow step.

This is a required field.

Require Confirmation

Select the check box to require users to confirm the step is completed before clicking GO TO NEXT STEP while working a workflow containing this step.

Risk & Complexity

This section contains two drop-downs used to assign the Risk and Complexity of the workflow step. By default three is set for both the risk and complexity. The Risk and Complexity factor are used for reporting purposes.

Risk Factor - Determine the degree of risk if this step is not completed in a workflow. The higher the number selected, the greater the risk.
Complexity Factor - Determine the degree of complexity of the workflow step. Complexity is based on the degree of manual labor involved in executing the workflow step.

Fields

The Fields tab is used to define the field that is being changed as well as the source of the new value that is being entered in the field.

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Select a Field List from the drop-down to determine the fields that are displayed in the Destination box in the grid. The avaliable options in the Fied List are Account, Person and Case. Once the Field List is selected, select the field that is to be updated from the Destination box.

After selecting the destination, determine the Source of the new value by using the radio buttons next to the Field List. The Source options are:

Specific Value - Selecting Specific Value provides a text box in the Source box. Enter the desired value that is to be stored in the destination field.

Value From Other Field - Selecting Value From Other Field displays a field list in the Source box. Select the the field that is providing the value for the destination field.

The fields displayed in the Source box are determined by the option selected in the Field List drop-down.

Once the destination and source fields are selected, the message in the middle of the dialog box displays the field path of the destination and source fields.

The Change Field workflow step is automated and can be used in automated, batch and manual workflows.