Create a Column (Field) Change Action
Use the Column (Field) Change action to specify which column, or field, you want DPS to change when a workflow action is triggered. You can create these actions for user initiated workflows or scheduled workflows.
For example, you can establish a workflow that runs every time that an
opportunity changes from Pending to Awarded status. When the change to the
opportunity status occurs, you can have the information in the
Close Date field updated to today's date.
To create a column (field) change action:
- In the Navigation pane, select , and then select either User Initiated Workflows or Scheduled Workflows.
- On the User Initiated Workflows form or Scheduled Workflows form, use the drop-down list in the header field to select the hub or other area, such as employees or billing terms.
- In the Workflows grid (or Scheduled Workflows grid), select the workflow row (event) to which you want to add the action.
- In the Actions grid, click .
- From the Column field drop-down list on the Column Change Configuration dialog box, select the column that you are changing.
-
Select one of the following actions:
- In the New Value field, enter the new name for the column (field).
- Select the Empty Field option to indicate that the new value in the column be changed to Null (or to zero if it is a numeric column).
-
Optional: To specify an expression for the column, click
in the
New Value SQL Expression field and complete the Expression Builder fields.
-
Optional: For
Projects hub workflows, for columns in the PR and ProjectCustomTabFields tables, you can use the
Apply change to lower WBS levels option to have all lower level WBS records receive the same value for the column being updated.
- For projects, all phases and tasks get this value.
- For phases, all tasks for the phases get this value.
- For tasks, this has no effect.
- Click Save. The action that you created is now listed in the Actions grid of the User Initiated Workflows form or Scheduled Workflows form.