Creating a set value action
A set value action allows you to specify what value to place in a certain field on the compliance form. This is an advanced operation.
The following is the Agreement screenshot from where you add milestones and actions:

To create a set value action
- Create your milestone.
- Click the Add arrow (located below the Actions table) and select Custom.
- Select New Set Value Action to open the Set Value Action dialog box.
- In the Title field, enter the name of the action.
- From the Field Name list, select a field from the current application form to which you want to assign a value.
- Specify a qualification in the Value field from the Fields and Keywords lists.
- Click Update List.
The fields and keywords are added to the Field/Value list. - Click OK.
The set value action is added to the actions table.
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