Field Change Overview

This alert action is only available for a user-initiated workflow.

The Field Change action allows you to specify which column, or field, data you want PM Compass to change when a workflow action is triggered.

For example, you can establish a workflow that will run 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.

When you select this action, PM Compass displays the Field Change Configuration Dialog Box.


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