Zoho CRM Update Field from Another Field

When updating data on a record, often you'll want to copy-paste the value of one field to another. By default, this can only be achieved through manual copy-paste or custom code. This is where the WES Advanced Field Update comes in.

In this video, we'll show you how to automatically complete the value of a target field based on the value already in an origin field using the WES Advanced Field Update.

Here are some examples:
-The Projected Start Date of a project is the Closing Date on the Deal (at least to start)
-The Deal Amount is actually based on another "Subtotal" field on the Deal
-And much more!

0:00 - What is the use case
1:37 - How to build the workflow with Advanced Field Update
3:12 - See the automation in real-time
4:34 - Get Started
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[natiusvanderwatt]

Old post but taking a chance; not fining the Custom Action option... has this been moved?

[emilycooper]

Same question as some others - would love to know what the replacement is since Custom Actions seems to be sunset.

[AlejoFerrandi]

I have all the InstantActions options you showed except from "Custom Actions" haha. Do you know a possible explanaition?

[shamundgroup]

Does the updated field had to be in same module or can an input in the Leads module link to the Contact or Deals module? Thx!

[TopleftdesignsAu]

Would this also allow me to set a date field equal to another date field plus a value of days to derive the new value being n days after the source date field?

[Sean-LN]

can you copy data from Multiselect field to a single/multi line field?

[מנחםמרדכיריפקיינד]

Can I update an email field from a pick list field where the options are email addresses?