How to Configure the Change Field Value Action

Click “New Automation” to create a rule or select an existing automation from the list to edit.

Select the “Entity” that will be monitored. Available options are:

• Pipeline Cards: pipeline cards.
• Database Records: database records.
• Tasks: task-related automations.
• Users: user-related automations.

Then choose the “Event” that will trigger the automation:

• Create
• Update
• Delete
• Move
• Task Completed
• All Tasks Completed

In the “Action” field, select “Change Field Value”.

If necessary, add conditions to restrict when the automation should run. Configure:

• Field: which data will be evaluated.
• Operator: how the comparison will be made (equal, not equal, contains, does not contain, greater than, less than).
• Value: the parameter used in the comparison.

In the Settings section, fill in the required fields:

• Field: choose the field that will be updated.
• New Value: enter the value that will be automatically applied when the event occurs.

(Optional) You can use dynamic variables in the “New Value” field to personalize the content automatically. Click the (x) icon next to the field to insert variables such as “Full Name” or “Order Number”, represented as {cf_uuid_full_name} and {cf_uuid_order_number}, which will be replaced with real data from the card or record during execution.

After configuring the fields and conditions, click “Create Automation” or “Update Automation”.

The automation will be available in the list and will update values whenever the defined conditions are met.

• Use clear names to identify the purpose of the automation.
• Test with sample records before applying in critical processes.
• Use conditions to avoid unnecessary bulk changes.