The Set property action lets you automatically change the value of a property on a model when a workflow runs. This can be based on:
- Another property’s value.
- A specific static value.
- A function combining tokens and data.
It’s a powerful way to drive visual cues, update statuses, or personalize data flows, all without manual intervention.
What it does
You can use this action to:
- Change the status of a request.
- Update a color property to show visual progress.
- Set a URL, ID, or reference based on another model.
- Populate fields automatically based on previous steps in the workflow.
You can target properties in the same model that triggered the workflow or in related models. The property is updated for all related instances if the relationship is one-to-many.
Example use case
In a leave request workflow:
- As soon as the request is submitted, the workflow sets the
Statusto In workflow. - The icon color is orange, so employees and managers instantly recognize it's pending approval.
This helps everyone see where things stand at a glance — no extra clicks or confusion.
Example screenshot breakdown
In this example, the workflow is setting a Page URL by combining:
- A retrieved page ID
- A property from the triggering record
The result is a dynamic value that adapts to each user or scenario, perfect for personalized journeys or conditional redirects.
When to use this
Use the Set property when you want to:
- Visually reflect a state change (e.g., Pending, Approved, Completed).
- Automatically calculate a field value based on other properties.
- Pre-fill or update values for the next steps in a process.
- Sync data across related models without manual input.