Record Management - set Value

Page / - last modified by Stefan Warnat on 2021/09/19 14:40

set Value

last modified by Stefan Warnat

on 2021/09/19 14:40

Table of Contents

set References

This action can change values of records.

You could generate the values you want to set with 3 opportunities:

static value (Default)
The value will be generated by the default template textbox

function
You could create a custom expression, which returns the new field value. This function needs to be valid custom expression code. You could also use custom expressions in the static values box, but need to use <?php return <expression>; ?> there.

fieldvalue
Load the new value of the field from another field from this or a related record

set References

If you want to create a Relation between two records, you need to set the ID of the other record.

Example

You want to create a Contact from Organization and want to set the “Organization” Field to the current Organization. You only need to set the field “Organization name” to “$id” (not $accountname).
All available ID's are listed on top of the Drop Down List you get on the blue icon next to the text field. (ID of current Record)

This works for all linked fields and also fields inside Projects, Tickets, Events,.. where you could choose between different modules