Set a field

For agents

Guide: Set a field

This page: https://commentwatchdog.com/help/flow-steps/set-a-field

Topic: Flow steps

Time: about 3 minutes

Who can do it: Owner, Administrator or Manager

Author: https://anantgupta.xyz (Anant Gupta, founder of CommentWatchDog)

Start in the app: https://app.commentwatchdog.com/en/inbox

Result when done: A value saved on the person, cleared, or added to a number.

Context: Set field saves a value on the person, clears one, or adds to a number such as a lead score. Values can use variables from earlier steps, so an answer or an HTTP result can be written into a field. Fields show on the person in People, and conditions and later flows can read them.

Before you start

1. Up to 10 changes in one step, run in order; each field once per step.

2. The contact's own Name, Email and Phone can be set or cleared, never added to.

3. It works anywhere in a flow, on both platforms.

Steps

Step 1 of 3: Add Set field to your flow.

Where: Open the flow (Automation, then the flow's row). In the Steps panel on the left, under Do (scroll the panel down), drag Set field onto the canvas, or select the step it should follow and click Set field. On a phone: Add step at the top left of the canvas, then Set field under Do.

Link: https://app.commentwatchdog.com/en/inbox (Open the app)

Screenshot: https://commentwatchdog.com/media/shots/dm-flow-palette-more.en.webp (The Steps panel: Set field, under Do.)

Screenshot: https://commentwatchdog.com/media/shots/dm-flow-palette-more-phone.en.webp (On a phone, Add step lists the same steps: Set field, under Do.)

You should see: The Set field card is on the canvas and its settings panel is open (a sheet on a phone).

Step 2 of 3: Add a change and pick the field.

Where: Panel, Changes: Add a change, then Choose a field… (On the contact, or Your fields). New field… makes one here: name it, and the field is made when you save the flow.

Screenshot: https://commentwatchdog.com/media/shots/dm-node-setfield.en.webp (Changes: the field for each change.)

Screenshot: https://commentwatchdog.com/media/shots/dm-node-setfield-phone.en.webp (The same on a phone.)

You should see: The change shows its field.

Step 3 of 3: Say what to do with it.

Where: For each change: Save a value (a value or a variable), Add to it (a number; a negative takes away, from 0 when empty), or Clear it.

Screenshot: https://commentwatchdog.com/media/shots/dm-node-setfield.en.webp (Save a value, Add to it, Clear it.)

Screenshot: https://commentwatchdog.com/media/shots/dm-node-setfield-phone.en.webp (The same on a phone.)

You should see: The card reads each change, such as menu_visits +1.

If something is off

Problem: A value was left out in a run

Fix: A value that does not fit the field's type (text in a number field) is left out and shown in the run.

Problem: "Add to it" needs a number

Fix: Type a number such as 10 or -5, or a variable that holds one.

Problem: Change each field once per step

Fix: Two changes to one field in a step are refused; use two steps.

Common questions

Question: How many changes can one step make?

Answer: Up to 10, run in order, each field once.

Question: Can I keep a score per person?

Answer: Yes. Add to it adds a number to the field (0 when empty); a negative number takes away.

Related guides

Add or remove tags: https://commentwatchdog.com/help/flow-steps/add-or-remove-tags

Ask a question and save the answer: https://commentwatchdog.com/help/flow-steps/ask-a-question-and-save-the-answer

Check what you know about them: https://commentwatchdog.com/help/flow-conditions/check-what-you-know-about-them

Plain text of this guide: https://commentwatchdog.com/help/flow-steps/set-a-field.md

All guides for assistants: https://commentwatchdog.com/help/llms.txt