Set or Update an Application Field Value

Rules can be leveraged to update a application-scoped field value. If a field should be set or updated based on a Form submission, the rule should be built within the Form itself instead of within the Rules Editor.

  1. Click Database in the top navigation bar and select Rules Editor.
  2. Click New Rule.
  3. Enter the following configurations in the popup window:
    • Name - Set (Field Name)
    • Base - Applications
    • Type - Field
    • Folder - Application Fields
  4. Click Save.

Configure the appropriate filters:

  • Select any filter to determine the population that should be assigned a particular application-scoped field value.

Configure the appropriate action:

  • Field - Select the field to update when the filtering criteria above is met.
  • Action - Select the action for the rule to take on the field selected above
    • Add to Values - Adds a specific value to a multi-value or free text field.
    • Replace Values - Replaces the existing value with a specific value.
    • Delete Values - Removes all values.
    • Add to Values from Custom Field - Copies the data stored in a different field and appends the value. Works for multi-value prompt fields (where both the Source and Destination fields share the same prompt list) and free text fields.
    • Replace Values from Custom Field - Copies the data stored in a different field and replaces the value. Works for prompt fields (where both the Source and Destination fields share the same prompt list) and free text fields.
    • Replace Values from Formula - Allows for use of Rule Formulas to replace the value.
  • Value/Copy Value(s) from Field - Select/enter the appropriate value/field.
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