Update Record

The Update Record workflow action triggers changes in predefined fields (for example, when a user enters a certain value into one field, a value in another field is changed or filled automatically). To create this type of action:

Select a corresponding option on the workflow action type selecting form.

Define action name and description if needed.

Save changes.

Once the action is created, click the New button in the Assignments section:

Use the following form to create a formula that will be used for record updating:

From …

In the From Client field enter the formula used to create a value that will be later on inserted into a predefined record field.

To …

From the To Client list select the field (column) to which the From Client value should be inserted.


You can add many assignments to one action. For example, the next assignment has to make the CallBack column unchecked.


As a result, the created “CallBack Log & CallBack checkbox Update” workflow action comprises two assignments.

Next: Create Record