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Set Field Value Rule

The Set Field Value rule is used to set the value of one or more fields in a document. It's also capable of setting the system field status if statuses have been defined in the document definition. This rule is executed immediately, updating the document in the database right away.

How to Add and Configure the Set Field Value Rule

To add a Set Field Value rule to an action in your workflow, follow these steps:

  1. Open the desired action in the workflow.
  2. Scroll down to the Rules section and click the add button.
  3. The rule configuration pane will open.
  4. Select Set Field Value from the Type dropdown.
  5. Enter a readable Label and Description.
  6. Configure the rule properties as detailed below.
  7. Click Save to finalize the rule configuration.
  8. Click Save in the action properties pane to apply the changes.

Rule Properties

Field Required Purpose
Expression Yes A BizzStream expression used to set values for one or more fields.

Example: SETVALUES([F["field1"],"value1"],[F[“field2”],”value2”])

Caution

This rule updates the document in the database immediately upon execution. If a Set Field Values rule is followed by a Save Document rule, fields in the client’s document may overwrite values set by the Set Field Values rule, as the Save Document rule writes the client’s version back to the database.