Update Fields Using Formulas and Date Functions

When your process updates fields, you can now use formulas and date functions as the value.
For example, you can:
  • Use mathematical formulas to calculate values like pricing discounts, commission rates, and shipping costs.
  • Use relative date functions—like NOW() and TODAY()—when populating a date field, or set a date in the future when creating a record.

For example, check whether a case’s contact changes by using ISCHANGED([Case].ContactId). If this formula evaluates to true, your process executes the associated actions.

This example shows how a formula is used to update the due date field on a task record related to a case. The task due date is set for five days after the case closes. Example of a Due Date Formula Value