Set fields

Writes one or more values into fields of the record — in one step, not three. This records what the automation decided: a marker, a calculated date, a status.

Step by step

1. In the flow, choose the plus and take Set fields.
2. Use Add field to create one row per field and enter the value — fixed or as a variable.
3. Per row, decide whether to overwrite or to set only if the field is empty.
4. Save and check on a test record that the value lands where it belongs.

How do I keep a manual entry from being overwritten?

With set only if empty. It is the mode that matters most in practice: an automation should not clear away what a colleague typed in.

Can I set several fields at once?

Yes, that is what the step is for. Each row is one field; three fields cost three rows, not three steps.

What happens with a field that no longer exists?

The step fails and the run halts. Quietly doing nothing would be worse: a skipped step looks like a finished one in the inspector.

Does setting a field trigger other automations?

Yes. The trigger Field changed also fires when the change comes from an automation. Two automations that trigger each other go round in circles.

Can I clear a field?

Yes, with an empty value in overwrite mode. In set only if empty nothing happens, because the condition is already met.