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Set Fields action

Use the Set Fields action in:

  • Active links
  • Filters
  • Escalations

The Set Fields action sets field values in the current request. You can use the Set Fields action to load specific values into selected fields each time certain conditions are met. This enables you to automate field updates for a request.

For example, a filter could automatically set the Status field to Assigned when a name is entered in the Assigned To field, or an active link could change the field menus on the Type and Item fields depending on the user's selection from the Category menu.

Note

To move data from the current request to another request, use a Push Fields action. See Push Fields action.

For more information about the Set Fields action, see:

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