How to Configure an Update Work Item Action for Work Plan Automations in OnePlan

Direct Answer: How to Configure an Update Work Item Action for Work Plan Automations in OnePlan

To configure an Update Work Item action for Work Plan Automations in OnePlan, open the automation editor, select Add Automation Action, choose Update Work Item, optionally configure the Assigned To field to reassign the work item, add the fields to update and their values, then select Update to save.

What This Article Covers: Update Work Item Action

This article explains how to configure the Update Work Item action for Work Plan Automations in OnePlan. Use this action to automatically update field values on a work item when the automation is triggered.

What you will accomplish
By the end of this article, you will be able to add and configure an Update Work Item action that automatically updates one or more fields on the triggering work item, including optionally reassigning it.

Before You Begin: Update Work Item Action

Before you begin, make sure you have:

A OnePlan account with Licensed permissions
Contributor or Owner access to the plan
A Work Plan Automation trigger already configured

See trigger articles: How to Configure a When a Date Passes Trigger for Work Plan Automations in OnePlan, How to Configure a When a Field Changes Trigger for Work Plan Automations in OnePlan, How to Configure a When an Item Is Created Trigger for Work Plan Automations in OnePlan.

Why This Matters: Update Work Item Action

The Update Work Item action in OnePlan automatically sets new values on fields of the work item that triggered the automation. It also supports optionally changing the work item's assigned resources as part of the same action. Use this action to keep work items current — for example, updating a status field, changing a date, or reassigning ownership — without manual intervention.

Step-by-Step: Configuring an Update Work Item Action in OnePlan

Task: Add the Update Work Item Action

In the automation editor, select Add Automation Action.
Choose Update Work Item from the dropdown.

The configuration panel opens on the right side of the screen.

Task: Configure the Assigned To Field (Optional)

The Assigned To section is optional. Configure it only if you want the automation to reassign the work item. If left blank, the existing assignment is unchanged.

Select a recipient type:

Plan Field — Select a plan-level user field.
Work Field — Select a work-level user field. The user in that field becomes the new assignee.
Shared-With Level — Select one or more Shared With permission levels.
Specific User — Select one or more individual users.
Specific Team — Select one or more resource teams.

Task: Configure Update Work Item Fields

In the Update Work Item section, select Add Field.
Choose the field to update.
Enter or select the new value for that field.
Repeat to add additional fields as needed.

Task: Save the Action

Select Update to save the Update Work Item action.
When finished configuring the automation, select Save.

Frequently Asked Questions: Update Work Item Action

Q: Is the Assigned To section required in the Update Work Item action in OnePlan?
A: No. The Assigned To section in the Update Work Item action is optional in OnePlan. If you do not configure it, the work item's existing assignment is not changed. Only configure it if you want the automation to reassign the work item as part of the update.

Q: Can I update multiple fields in a single Update Work Item action in OnePlan?
A: Yes. In OnePlan, you can add as many fields as needed in a single Update Work Item action. Select Add Field for each additional field you want to update.

Q: What is the difference between Update Work Item and Copy or Create Work Item in Work Plan Automations in OnePlan?
A: Update Work Item modifies field values on the work item that triggered the automation. Copy or Create Work Item creates a new work item (optionally based on the triggering item). Use Update Work Item when you want to change the existing item; use Copy or Create Work Item when you want to generate a new one.

What to Do Next: Update Work Item Action

Add more actions to your automation:

Review the full configuration process:

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