Set Relationship Field Value

The Set Relationship Field Value action sets the value of one or more fields in all rows of a specified relationship table (relationship editor). This is useful for mass-updating related data, applying formulas, or synchronizing values across all items in a relationship.

Properties and Explanation

Relationship Name: Select the relationship editor (table) whose rows you want to update. This is the target table for the value assignment.

Field Name: Select one or more fields (from a multi-select list) within the relationship table to set. These fields will be updated in every row.

Value Expression: Enter the value or formula to assign to the selected fields. You can use the Formula Editor for dynamic calculations or data references.

Append to existing text (for text only): If checked, the new value will be appended to the existing text in the field, separated by a comma. This only applies to text fields.

Is Recursive?: If checked, the action will apply recursively, allowing for advanced scenarios where the value assignment may trigger further updates.

• The action iterates over all rows in the selected relationship table and sets the specified fields to the calculated value.

• You can use this action to quickly update or synchronize data across related records.

Full Configuration Example

Below is a screenshot of the Set Relationship Field Value action configuration, showing all properties set for relationship selection, field selection, value expression, and append/recursion options:

• In this example, all rows in the selected relationship table have their specified fields updated with the given value or formula.

• When the action is triggered, the table is updated immediately according to your configuration.