Customize your progressions to automatically prompt your users to update important fields on various objects in Accelo. Prompt a Sales Rep to get the value of a prospective sale, or update the expiration date of retainers when they’re activated by adding the Update Field action to your status change.
Using this guide, you can:
Update Field Action
The update field action allows you to choose a field from a related object to display to the user during a progression. Ideally the user will see that field and realize that they need to enter/update some details.
The fields available include standard fields from the object (such as the due date for a ticket), profile fields for that object and custom fields for that object type.
Create an Update Field Action
To create an Update Field action:
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Find the progression you want to add an action to, and then click the + button on the right-hand side and select Update Field.
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The Create Progression Action Field screen will appear.
- Select the related object which the field will appear under, including Contacts under Companies, Tasks under Projects, the Project itself, etc.
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Select the Field to be updated from the drop-down list. You will find standard fields, as well as any custom or custom profile fields you have configured.
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Optionally enter an Alternative Title to describe the purpose of this field to the user. This can be as simple as "Assign Manager" or “Who’s in Charge until Completion?”; whatever makes the most sense to your flow.
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Optionally select a Default Value for this field to be displayed to the user.
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Required - this indicates whether the user must enter the field or whether they can leave it blank.
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Hidden - this indicates whether the user will be able to see and update the field, or whether the update will occur in the background.
- Click Save to save this action to the progression.