A Field Update action specifies a field on the triggered module (or a related module) and the new value to set. The new value can be a static value, the value of another field, a formula expression, or a blank (to clear the field).
Field Updates can be Immediate Actions or Scheduled Actions. A single Workflow Rule can have multiple field update actions updating different fields in sequence.
When a Field Update changes a field that is also a trigger for the same Workflow Rule, it can cause an infinite loop. Zoho CRM prevents this by default – a rule triggered by a field change will not re-fire if the same field is updated by that rule’s own action. Always test field update rules in a Sandbox before deploying to production.
A Field Update is a workflow action that automatically changes the value of a field on a CRM record when a workflow rule fires. It keeps data consistent – for example, automatically setting a Lead Status to ‘Contacted’ when an outbound call is logged.
Field Update actions primarily update fields on the module that triggered the rule. To update fields on related records (such as updating the Account when a Deal changes), you would use a Custom Function workflow action with Deluge scripting.
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