Overview
The Assignment action serves the essential purpose of storing information in a workflow. It works by assigning a specific value to a variable, which can then be referenced or manipulated throughout the entire workflow.
Variables are placeholders for data, and the assignment process allows you to control and utilize this data in various operations.
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For example, if you need to store a value that will be used in calculations or conditions the Assignment action is the first step. |
This action is fundamental in most automation processes, as it allows for dynamic data handling.
Let’s explore the screens that follow, after drag-n-drop of Assignment action on workflow canvas.
Config
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After clicking on 'the +' button, the following screen for specifying assignment condition conditions opens up.
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Condition | Description | ||||
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Destination Type | It specifies defines the destination where the assignment is to be done. infotarget location where values will be stored or displayed. Note: By default, the Destination Type is model. You can explore more about Destination Type Other options include variable, cookie key, and local storage key.
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Model | When you select Note:
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Field | It defines the exact field or variable where values will be stored after assignment. Note:
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Operator | |||||
| Info | Note: The following fields, namely Operator, Source Type, and Value, are disabled until you fill in the above 3 condition fields. | ||||
Source Type | In this option, you can select various sources from which you want to display values. infoOperator | It is specifically an operator value, such as Set and Merge. | |||
Source Type | It defines the origin of the data to be used for assignment. Note: By default, the Source Type is Static.
Other options include Model, Variable, Cookie Key, Local Storage Key, User, Null, and Blank.
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Value | The available options will change depending on the selected source type. For example, if you choose "Static" as the source, you can provide a fixed static value. Info | . | |||
Operators
Operator | Supported Destination types | Description |
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Set |
| This operator allows you to set or assign all data from the source to the selected destination. |
Append |
| This operator enables you to append data sequentially from the source to the selected destination. |
Remove |
| This operator removes data sequentially from the selected destination based on the source. |
Merge |
| This operator merges data from the source into the selected destination. |
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For example, If you are assigning a value to the " |
Multiple Options: You can select from various destinations based on your needs, ensuring flexibility in how and where data is assigned.
Value Assignment: Determines the target location for assigning values, which could include fields from models , or other data storage points within the application.
Destination Type | Description |
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Model | From this source, users can select a Model (Salesforce Object) field to be displayed as the label name. |
Variable | Here, users can select the label name from variables such as Record ID, Is Disabled, Is Read only, or Is Visible. |
cookie key | By using the Cookie Key, the result is fetched by the value that has been added under the Cookie Key. But , we have to make sure that the value that we are adding is from the Cookie Key value. |
Local Storage Key | By using the Local Storage Key, the result is fetched by the value that has been added under the Local Storage Key. But , we have to make sure that the value that we are adding is from the Local storage value. |
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Source Type | Description |
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Static | Use this option to provide a fixed static value. |
Field | Select the field from the chosen object in the model whose value you want to include. |
Model | Choose the field from other models whose value you want to include. |
Variable | Select from the variables created in the layout whose value you want to use. |
Cookie Key | Choose the available cookie key whose value you want to include from your browser. |
Local Storage Key | Select the available Local Storage Key whose value you want to include from your browser. |
User | You can also select fields from the current logged-in user in your organization to include in the merge. infoNote: The User source refers to the currently logged-in user in your organization. This means that if you include the First Name field from the user, each time a different user logs in, they will see their own First Name displayed. |
Null | It enables us to assign null value to the Destination Type field we chose. |
Blank | It enables us to assign blank value to the Destination Type field we chose. |
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For example, if a user wants to automatically update the "Status" field of a Case object to "Closed" when the "Resolution" field is populated with a resolution note, indicating the issue has been resolved and not manual intervention in between, basically automate the process through workflow. For this the user must assign the   |