Set Data Fields Step

Use the Set Data Fields step to update process data fields. You have the option of setting static values manually or setting dynamic values by using inline functions, SmartObject data, and context from the workflow.

You should only store the amount of data required for the workflow, such as using record IDs instead of storing all record data in fields. This helps minimize the amount of data that is stored on the server. You may also want to disable the audit log of data fields in order to further minimize workflow size and server load.

Use the Set Data Fields step in the following scenarios:

To indicate how long a process has been running
To map values to the folio
Update process fields with new data
Keep an updated count of iterations for a particular step in a workflow

Note that references are often easier to create and reuse than manually storing record IDs in data fields. Drag the Set Data Fields step from the Basic category, Favorites bar, or the Recent category onto the canvas.

Example of a Set Data Fields step in a workflow

How to add a Set Data Fields step

From the Toolbox click the Basic category, and then drag the Set Data Fields step onto the canvas.

Error Console

Select the added step and click the expand / collapse toggle to expand the Configuration Panel. You can also double click the step to expand the panel.
Select the Set Data Fields tab. Use this tab to configure the data fields to be set.
Select which fields to update. This is a required field.

Available fields display in the drop down menu. You can create fields on the fly by selecting the Create New option. For more information see the Fields topic.

To add additional fields, click the Add button.

When a SmartObject Load method property is used, an input property is required for the correct information to load. You can also use inline functions and items from the context browser to set the value of data fields.

In the added property field, type a value, use inline functions, or dynamic fields, by clicking on the Add button to expand the Context Browser. Within the Context Browser, select inline functions and fields from the Functions, Fields, SmartObjects and Workflow categories. Click and drag the function into the property field.
To delete properties, select one and click the Trash bin.
With the step selected, select the Properties tab.

The following table explains the options available on this tab:

Option	Explanation	How to Use
Title / Name	By default, each step on the canvas has a step title. You can change this title to suit your workflow logic and show it on the canvas by checking the Show Label box.	Enter a value into the Title field.
Reset link	Use the link to reset any changes to the title.	Click the Reset link to reset the Title field to default value.
Show Label	Allows you to see the step label on the canvas. The label shows the value of the title.	Check the check box to display step label on the canvas.
Description	Allows you to add a detailed description for the step.	Enter a value into the Description field.
Notes	Allows you to add additional notes for the step.	Enter a value into the Notes field.

Click the Errors tab.

Different types of exceptions can occur on a step, such as:

Type	Description
Known exceptions	Any SmartWizard or standard wizard that has Boolean options for handling known exceptions have these options displayed as check boxes in the Known exceptions section of the Exceptions tab.
Unhandled exceptions	Any unknown runtime exceptions.

The tab contains the following unhandled exception:

Exception	Explanation	How to Use
Log Exception	Logs the exception to the error log.	Check the box to log the exception.

Your changes are automatically saved.