Workflow Action Update Custom Value

Originally Posted: May 17, 2023

Hello again! We're back with another exciting update from our development team. Today, we'll delve into the 'Update Custom Value' workflow action. This powerful tool opens a world of game-changing possibilities for your business, allowing you to update custom values using custom fields within forms and more.

Let's break down how this works with a practical example. Imagine you have a survey submission and a confirmed appointment status. Now, a user comes in and triggers the workflow with a 'Survey Submitted' action. By using the 'Update Custom Value' action, you can automatically update a particular field from that survey.

This offers you the capacity to dynamically update custom values wherever they are present. This nifty feature, if deployed correctly, can contribute to more efficient business operations and improved data accuracy.

One potential application of this feature is to use it as a counter. You could set it up to count the number of times someone has had an appointment with you. And with a math operation in place, you can update the custom value accordingly.

Of course, the ways you can implement this workflow action are manifold. The 'Update Custom Value' action can be as flexible as your creativity allows it to be.

Are you looking for more detailed information? You can refer to the action in our help library. It provides a more comprehensive breakdown of this workflow action and guides you on how to best use it.

Stay tuned for more updates from our team. As we continue to innovate and refine our tools, we're confident that the 'Update Custom Value' workflow action will open up new avenues for your business to grow and excel.

Be The First To Get The Updates On RDT

Subscribe To Our YouTube Channel