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How to Set Field Updates Using Workflow in CRM

How to Set Field Updates Using Workflow in CRM

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1. Go to settings of CentraHub CRM, type Workflow in the search box on the left side of the screen.

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2. Click on Workflow to create a New Workflow.

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3. On the Workflow list page, click on the Actions tab.

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4. Under the Actions tab, click Update Module (an Update Module window would be displayed).

5. Click Ok.

Field Description for a New Activity

Modules

Select a Module from the drop-down list for which you want to create the field update.

Source Field

Enter the Source Field of the module.

Field(s)

Select the Field for the module(s) from the drop-down list.

Update with

Enter Value, Field, or Formula.

Value/formula/File

Select from Value/Field/Formula to get the unit displayed.

Link Field

If you select the Update With category as Field, then select its Link Field.

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