Using the Update option

Specify the values for the fields that you want to update. 

Tip
If you want to use variables or input Jinja code, select the Coding option. This feature simplifies the process of selecting variables and entering Jinja code and offers support for code generation and output testing.  See Using the Coding option in the Update block

Assignment options for text, decimal, and numeric fields

Manual entry. Enter the field value or select a value from a list. For checkboxes, select Yes or No.

Assign Variables. Use variables to refer to an existing field name, such as {{barcode}} or {{email}}.

Use Jinja code. Apply Jinja code to the field that you want to update. For example:

• To concatenate the serial number and asset tag:{{serial_number + "-" + asset_tag}}. 
• To convert the serial number to lowercase: {{serial_numer.lower()}}. 
• To change the first letter of the full name to upper case: {{full_name.split() | first | capitalize}}.

For decimal and numeric fields, select Use dynamic to enter Jinja code.

Target global settings. Assign the value stored in your global settings to an Oomnitza field using the syntax: {{GlobalSetting['global_variable_key_name']}}.

Using global variables in workflows

Use workflow variables. Assign captured variable values to Oomnitza fields using the syntax {{WFVariables.Variable_name}}.

Use dot notation for object values. If the field has an Oomnitza object as its data type, use dot notation to access the object's values. For example, the Assigned to field has the Users object as its data type. You can use this syntax to access information about users:

{{assigned_to.address}}
{{assigned_to.first_name}}
{{assigned_to.last_name}}

Accessing metadata fields that have object data types

Assignment options for date fields

You can assign dates to an Oomnitza field by entering a static or dynamic value. If you select dynamic, you can select:

• Today. Set the date to the current day.
• Static value. Set the date using a static value. For instance, you can specify [[static value]] Days/Months/Years before or after a specific date.
• Value of. Set the date using the value stored in a numeric field. For example, [[numeric value]] Days/Months/Years before or after a specific date. 
• Date function. Set the date using a formula. For example, you can set the date to the beginning of the month based on the current date or the date stored in a date field.