Reset Column Value
Use Reset Column Value to insert a value from one field into another field. For example, you can assign an opportunity from its current owner to the person who created the opportunity.
The table below describes Reset Column Value fields on the Workflow Action Details screen.
Field |
Description |
---|---|
Type |
The action to be performed. |
Column |
The column to be updated. For example, oppo_certainty. |
Value |
The value to be entered in the column. If the column to be updated is a date field, set Value to 0 to set the field to the current date/time. Use an integer to set the date/time to an offset (in minutes) from the current date/time. For example, 30 = 30 minutes from now, 10080 = 7 days from now, and 129600 = 90 days (3 months) from now. You can use ## symbols to add information from the related entity. For more information, see Using the ## and # symbols. |
Attribute |
The attribute of the field on the screen. Select Hidden to automatically execute the action with predefined values without displaying it to the user. |
New Line |
The position of the field on the screen for this workflow rule. If you leave this blank, the field is displayed on the same line as the previous field. |
Row Span |
The number of rows over which the field is displayed. If you leave this blank, the field is displayed on one row. |
Col Span |
The number of columns over which the field is displayed. If you leave this blank, the field is displayed over one column. |
Order |
The order of the field on the screen for this workflow rule. Set the order of a field to move it to a different position on the screen and use New Line to move the field to a different line. |
Create Script |
Add a field-level script using JavaScript that's executed when the progress screen is displayed to the user. The scripting applies to the workflow rule to which the action is linked. For more information about field-level scripting, see Advanced screen customization. |
OnChange Script |
Add a field-level script that's executed when a user changes the value on the progress screen. The scripting applies to the workflow rule to which the action is linked. You can use generic JavaScript and/or Sage CRM’s client-side API library of functions. For more information, see Advanced screen customization. |
Validate Script |
Add a field-level script using JavaScript that's executed when a user saves changes made to the progress screen. The scripting applies to the workflow rule to which the action is linked. |