Column (Field) Change Configuration Dialog Box

Use the Column (Field) Change Configuration dialog box to indicate which field you want Ajera CRM to change when a workflow action is triggered, and the value in that field.

This dialog box is read-only for approval workflows (originally created in Configuration > Workflow > Approval Workflows and viewable in User Initiated Workflows and Scheduled Workflows Configuration).

Location

To display the dialog box, complete the following steps:

  1. From the Ajera CRM Navigation menu, click Configuration > Workflow, then select the type of workflow you want to create.
  2. In the Workflows grid, select the workflow row (event) to which you want to add the action.
  3. In the Actions grid, click Insert and select Column (Field) Change.

Contents

Field Description
Column Select the column (field) whose value you would like to change when a workflow is triggered. The columns in this list change according to the selected Info Center.
New Value

The data type of the field selected in the Column field determines the information that displays here.

For example, if you selected Opportunity.ClientID in the Column field, this field displays the Client lookup, on which you can select clients.

If you selected EM.HireDate in the Column field, this field displays Current Date as the default, indicating that you want Ajera CRM to change the date in the field to today's date (the date when the action takes place). Alternatively, you can click and select the date.

New Value SQL Expression Click in this field to display the SQL Expression Builder and create the expressions.
Apply change to lower WBS Levels

This option is only available for Project Info Center workflows, and enabled only for columns in the PR and ProjectCustomTabFields tables.

When this option is selected, all lower WBS records will receive the same value for the column being updated. Therefore for tasks, this has no effect. For phases, all tasks for the phases get this value. For projects, all phases and tasks get this value.

Empty Field To indicate that the new value in the column be changed to Null (or to zero if it is a numeric column), select this option rather than entering a value in the New Value field.