Field Updates

Using Field Updates, you can have Zoho Spend update a field of a particular module automatically for which the workflow has been triggered. These workflows can be triggered based on the criteria you set.

For example, you can choose to automatically update the flight class to business when the budget amount for the trip is greater than $1500.

Create Field Updates

Here’s how you can create a field update:

• Go to Settings on the left sidebar.
  (OR)
  Click Settings in the top right corner of the page.
• Click Actions under Automation.
• Click the Field Updates tab.
• Click the + New Field Update dropdown in the top right corner of the page.
• Enter the Name for the field update.
• Select a Module from the dropdown.
• Select the field that you want to update value from the Update dropdown and enter the value to be updated.
• Mark the Update with empty value? checkbox if you wish to update the field with an empty value.
• Click Save.

Associate Field Updates to a Workflow Rule

The field update that you create should be associated with a workflow rule. Whenever a record matches the criteria in a workflow rule and the workflow rule is triggered, the associated field update will also be executed automatically. Here’s how:

• Go to Settings on the left sidebar.
  (OR)
  Click Settings in the top right corner of the page.
• Click Workflow Rules under Automation.
• Click + New Workflow Rule at the top right corner of the page.
• Enter the necessary details.
• Under Actions, choose Field Updates as the Type and select the field update you want to associate with the workflow rule.
• Click Save.

Now, whenever the criteria is met, the workflow rule will be triggered, which in turn will trigger the field update.

Edit Field Updates

Here’s how you can edit a field update:

• Go to Settings on the left sidebar.
  (OR)
  Click Settings in the top right corner of the page.
• Click Actions under Automation.
• Click the Field Updates tab.
• Hover over the field update you want to edit and click the More icon.
• Click Edit.
• Make the necessary changes and click Save.

Delete Field Updates

Here’s how you can delete a field update:

• Go to Settings on the left sidebar.
  (OR)
  Click Settings in the top right corner of the page.
• Click Actions under Automation.
• Click the Field Updates tab.
• Hover over the field update you want to delete and click the More icon.
• Click Delete.
• Confirm your action by clicking Delete in the pop-up.