Set Column Value

Use Set Column Value to insert a specified value into a column on the current table. For example, when an opportunity is created, set the opportunity Certainty% field to 25.

The table below describes Set Column Value fields on the New 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.