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validbeck merged 3 commits into from
Jun 11, 2026
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docs: Set field workflow step #1368

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Add: Set field step
validbeck Jun 10, 2026
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validbeck Jun 10, 2026
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validbeck Jun 10, 2026
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24 changes: 20 additions & 4 deletions site/guide/workflows/_workflow-step-types.qmd
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Expand Up @@ -39,6 +39,17 @@ Transitions the workflow into another workflow state.^[[Workflow states](/guide/
| [progress]{.smallcaps} | Indicate the progress of the workflow at this transition into the next state. |
: **{{< fa wifi >}} Workflow State Change** step configuration {.hover tbl-colwidths="[30,70]"}

### {{< fa pen-to-square >}} Set Field
<span id="set-field">

Automatically sets an inventory record or artifact field value.[^set-field]

| Field | Description |
|---:|---|
| Target Field | Select a field to update with a given value,^[From the **{field name}** drop-down, where `{field name}` is the name of the field you want to update, select the value you want to automatically set.] or check **Clear field (set to empty)** to remove the existing field value. |
| {{< fa plus >}} Set another field value | Click **{{< fa plus >}} Set another field value** to add another field to update with a given value. |
: **{{< fa pen-to-square >}} Set Field** step configuration {.hover tbl-colwidths="[30,70]"}

### {{< fa arrow-pointer >}} User Action
<span id="user-action">

Expand Down Expand Up @@ -185,6 +196,11 @@ Sends a HTTP request with optional additional conditions.^[[Conditional step req

<!-- ADDITIONAL FOOTNOTES -->

[^set-field]:

- [Manage inventory fields](/guide/inventory/manage-inventory-fields.qmd)
- [Manage artifact fields](/guide/validation/manage-artifact-fields.qmd)

[^user-action]:

Select a field from the the drop-down to add it to your User Action step — click **Add all** to add all fields in that group. Users must have write permissions for the field in order to enter values.
Expand Down Expand Up @@ -229,13 +245,9 @@ Sends a HTTP request with optional additional conditions.^[[Conditional step req

To avoid storing credentials in plaintext, use webhook secrets: enter `{{secret:name}}` as the header value. At runtime, the workflow engine replaces the placeholder with the stored secret value. See [Manage secrets](/guide/integrations/manage-secrets.qmd#webhook-secrets).



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:::: {.content-hidden unless-format="revealjs"}

#### {{< fa cube >}} Inventory Record Stage Change
Expand All @@ -250,6 +262,10 @@ Transitions an artifact into another status.

Transitions the workflow into another workflow state.

#### {{< fa pen-to-square >}} Set Field

Automatically sets an inventory record or artifact field value

#### {{< fa arrow-pointer >}} User Action

Creates a button that performs an action on behalf of the user.
Expand Down
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