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How can I increase / decrease 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 increase / decrease custom field value option.Finding Actions Step 4 : Click on the Then increase / decrease custom field value option to add it to your workflow

 

B. Setting up the Action

1. Select the custom field which you want to increase/decrease.
Increase/Decrease custom field value Step 1: Select the custom field

Notice how the available options on the drop-down list are any custom fields you've created of the Number Data type.


2. Select the increment/decrement type from the drop-down menu.
Increase/Decrease custom field value Step 2: Select the increment/decrement type

You have two options: 

  • Percentage
  • Number

You can choose to increment / decrement a field by an absolute number (e.g. increase 2 by 5 to get 7) or by a percentage (e.g. increase 4 by 10% to get 4.4).

 

3. Fill-in the increment/decrement value.
Increase/Decrease custom field value Step 3 : Fill in the increment/decrement value

The selected custom field will be increased or decreased by the value that you've set. For decreasing make sure that you use the minus sign "-".


4. Click on the Save button.
Increase/Decrease custom field value Step 4 : Click on the Save button

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


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