Set Attribute

Set Attribute Action

The Set Attribute Action is used as part of transitions or state logic within a workflow, enabling you to set attributes dynamically as part of the workflow process.

Considerations

• Attribute Compatibility:
  An attribute can only be set from another attribute of the same type. For example, a User attribute can only be set using another User attribute. Once you select the attribute being set into, your source options will be limited to attributes of the same type.

• Linked Entities Selection Type:

  • Attributes with a Multiple selection type can only be used during On Create actions. This is because, at the time a record is created, there will only be one related record available to reference.
  • Attributes with a Single selection type can be used in On Create actions, as well as in transitions and stage logic.

On Create

To set attributes when a record is created (e.g., inheriting values from a parent record):

1. Navigate to the workflow and scroll to the bottom of the Workflow Details pane.
2. Under the On Create section, click the Add New Action button.

3. From the dropdown menu, select Set Attribute.
4. Choose the attribute you want to set from the options under the Set header.
5. Under the From dropdown, select the source attribute. Options include:
   • Attributes within the current workflow (indicated by the calculator icon).
   • Attributes from linked workflows (indicated by the chain link icon).

6. Click the Done button to save your action.

Transitions

To set attributes during a transition:

1. Navigate to the specific transition.
2. Locate the And also section and click the Add New Action button.
3. From the dropdown menu, select Set Attribute.
4. Choose the attribute being set into under the Set header and the source information under the From header.

5. Click the Done button to finalize the action.

Note: In transitions, you can only select source attributes from linked entities of type Single.

Stage Logic

To set attributes as part of stage logic:

1. Navigate to the desired stage and open the Logic tab.
2. Click the Add New Event button under Stage Logic.

3. Configure the event trigger logic.
4. Under the Then header, select Set Attribute and follow the same steps described above for selecting the target and source attributes.

Note: In stage logic, you can only select source attributes from linked entities of type Single.