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You can use the Edit Fields action to enable users to add or update values in custom fields you configure on the action.
When you configure the action, you will need to open the
and designate which fields will display for users to edit. When a user executes the action, only those fields will display,
and users aren't able to edit other custom fields that display on the case.
Workflow enables you to customize these
specific settings for this action type:
Displays the Submit and Next button that will automatically open the next case.
Clear all approvals
Select to delete all user approvals in a multi user approval action, after the action executes.
Select from these options that are enabled by default:
Feed Activity Description
Enter the activity description that will display to end users in the Activity column on a feed.
Note: The user's feed must be configured to include the Activity column in order for the description to display. These options are enabled by default.
Message Shown After Action Execution
Enter a message that will display after the action is performed.
Action Can Be Used as Custom View
Use this option to replace the action with the
action. This enables you to customize the view in
Designer so users can edit the available fields.
Next Action System ID
Enter the system ID of the action that executes automatically after the current action.