Can I update a particular field based on the incoming Request?

Can I update a particular field based on the incoming Request?

Yes, you can update a particular field in an incoming request based on set conditions using Workflow Rules and Assignment Values.

  1. Goto Setup>Automation>Workflows 
  2. Create a new Workflow Rule 
  3. Create Workflow Actions to be associated to the Workflow Rule.

For detailed help to create workflow rule and workflow actions, refer Workflow Settings.

Illustration:

Let's assume you would like to set Priority as HIGH when a "request is coming from XYZ company" or "a particular field in your Request Form has the value 123"

To achieve this, 

  1. Goto Setup>Automation>Workflows
  2. Create a new Workflow rule for the Request module
  3. Under criteria, mention"contact e-mail" contains "@xyzcompany.com" or a field name contains "123"
  4. Under Workflow Actions, click the plus sign next to update fields. 
  5. In the following page, Add New Assignment Value, by selecting "Priority = High" and click Save

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