How do I set the value of a field to a given value when an action is performed?

Owned by Stratawise Support
Last updated: Aug 02, 2018

Step-by-step guide


  1. Go into Modules.
  2. Open the Module that you want to capture the date in.
  3. Go into the Workflows tab.
  4. Navigate into the Users Actions.
  5. Select the Action that you would like to capture who performed the action.
  6. Once you’re inside the field, select the Subactions tab.
  7. Then, click on the Sections button to add a new section.
  8. Once in the new section in the Field area, put the field name for the field that you would like to set the value for.
  9. In the Value Field type what you would set the value to.
  10. Select Okay.
  11. Select Save when complete.