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How can I set a custom field value using automations ?

A.  Finding the Actions

1. Click on the + button, located at every intersection on your workflow.Finding Actions Step 1 : Click on the + symbol

A pop-up window appears.


2. Choose the Actions tab, on the pop-up that appears.
Finding Actions Step 2 : Click on the Actions tab


3. Click on the gray dot to navigate between pages of available actions.
Finding Actions Step 3 : Click on the gray dot

4. Click on the Then set custom field value option.Finding Actions Step 4 : Click on the Then set custom field value option to add  it to your workflow

 

B. Setting up the Action

1. Select which custom field you want to set to a new value.
Set custom field value action Step 1: Select a custom field

Notice that beside each available custom field, the name of the list where it belongs is indicated in brackets.


2. Set the value to which you want the custom field to change.
Set custom field value action Step 2: Set the value to which you want the field to change


3. Click on the Save button.
Set custom field value action Step 3: Click on Save

Your Action step will be ready and waiting inside your workflow.


If the currently available Custom Fields aren't enough you can always conjure up your own Custom Fields and then add them to your Action as you see fit. Also, make sure that you explore the highly useful Conditional / Control steps which will help you design the perfect automation for your needs.