Actions to Set Custom Fields and Variables
You can define rule actions that set custom fields and variables.
When a custom field or variable has a text field data type or a custom field has a text area data type, you can create a rule to perform any of the following actions on the custom field or variable:
- Set equal to a literal text string
- Prepend with a literal text string
- Append with a literal text string
- Set equal to the value of another custom field or variable
When you enter a text string, the system removes any leading or
trailing spaces before it inserts the custom field or variable in
the database. For example, if you set a custom field to the value hello, and add an action that appends the word there to the same field, then the resulting value will be hellothere.
To create spaces between the words, use quotation marks. In this
example, set the custom field to “hello” and append “ there” (with a space before the t in there) to get the result hello there.