Applications and Applets
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Workflow Actions
Select Workflow Action Type
4 min
review this topic to learn more about the different workflow action types set field value this workflow action updates a field value the value for the field you select changes according to the inputs available for the field for example, if you select a date or time field, then your values will be relative to dates and times if you decide to use a selection field, you will see the defined incident types as multiple values as in the example above set field read or write use this workflow action to set a field as read only or as an editable field click select fields to open a window with a view of the fields in the application click a field to set it to hide, or read only status click it again to set it to an editable status you can see the existing status of the field by hovering over the field a lock icon indicates read only status; a pencil icon indicates an editable status set field required or optional use this workflow action to specify whether a field is required or optional click select fields to open a window with a view of the fields in the application click a field to set it to required status click it again to set it to an optional status you can see the existing status of the field by hovering over the field, or by the checkmark or question mark icon on the field upon update filter selection options use this workflow action to specify the values to update on a field that has multiple values available modify layout use this workflow action to specify whether a field displays in the record click select layout items to open a window that displays the fields available in the application click a field to have a field exposed to view, or hidden from view you can use this action on sections, tabs, and html elements for sections and tabs you can view, hide, expand, and collapse