Update Fields

You may need to modify field values in your card at various stages. For example, the predicted completion date for the card may vary depending on the progress of the card. Use the  Update Fields option to update field values (such as the due date) when a particular action is completed. Update Fields is available in Blueprints and Business rules.

To update the fields:

1. Click the  icon next to  Update Fields in Instant or Schedule actions.
   
2. In the pop-up, click the first   drop-down to select the field to update.
   
3. In the text box, enter the new value to update the field to.
   
4. Click  Apply .
   

You can also choose to update the Single-Line and Multi-Line fields of the form with placeholder values.

1. Select a Single-Line or Multi-Line field in the drop-down
2. Click the  to the right of the field.
   
1. All the default and custom fields will be listed as placeholders except Description field.
   
3. Select the required placeholder and then click Save .

The selected field's value will be dynamically updated with the placeholder field's value during execution.

You can add more fields to update by clicking the  icon to the right of the text box.  Remove fields from this list by clicking the  icon.

• The drop-down displays default fields (Title, Description, Assignee ,  Priority ,  Team, Due on), card lock , and custom fields.
  
• Assignee fields can be updated with users from the user-dropdown field.
  
• Date or Date and Time fields can be updated with 'Execution date'-- which captures the date of execution of transition or business rule-- or a 'Custom date', or with any other date fields. After selecting this, you can also set 'before or after' condition by clicking the calendar icon next to the field. Learn more
• You can also capture the action performer using user drop-down fields. To know more about this, read our detailed community post .
• You can add a maximum of 6 fields for each transition and business rule  for Instant Actions.
  
• You can add a maximum of 3 fields for each transition and business rule for Schedule Actions. 
  

Business case:  Assign cards to users dynamically using User Drop-down fields .

• Related Articles

• Conditional Fields

  This feature is open only on request. If you would like to try it, email our support team at support@qntrl.com. In specific business scenarios, we would want certain fields or sections of the form to be displayed based on the input a user enters in ...

• Advanced Fields

  Lookups Lookups are fields used to obtain a subset of options from available values in fields, tables, webhook API responses, or database query responses. Existing data available in the organization can be reused using lookups. Lookups usually return ...

• Business case 2: Use client scripts to auto-populate fields based on user input

  While designing forms, we would sometimes require to display different sets of fields for different user responses. Such automatic field population can be handled using client scripts. Business Scenario Helen creates a sign-up form for her product ...

• Custom Function: Post_and_Update_Comments_in_Zoho_Desk

  Zoho Desk is a customer service software which allows you to address customer concerns. This custom function can be used to add or update comments in Zoho Desk whenever they are added or updated in Qntrl. The comments will be added to the tickets ...

• Business case 1: Use client scripts to perform mathematical calculations and validations on data

  While designing forms to replicate finance related documents like purchase order, invoice, or reimbursement bills, our workflows might require the calculation of total cost or sum of expenses incurred. To automate such mathematical calculations and ...