Add an Update Field Task to a Task Step

Update field tasks update fields associated with the objects that they run against.

To add an update field task to a task step:

  1. In the object selector, select a workspace.
  2. In the sidebar, hover over Workflows and Forms, and select Workflow Design.
  3. On the Workflow Design page, select a workflow design.
  4. In the Workflow Design Editor, select a task step.
  5. In the Step area, select Add , and then select Update Field Task.
  6. In the Update Field Task Details dialog box, enter a Name and Description for the task.
  7. Select OK.
  8. Select Save.

When you are done with the workflow design, you can specify other aspects of the update field task, such as which field is updated with which value, on the Workflow Configuration page.


Last Published Tuesday, May 21, 2024