Edit Fields (Set)

Edit Fields (Set) is a core workflow node for adding or changing data fields and defining which fields continue to subsequent steps. Rather than serving as a standalone business application, it shapes data moving through an automation. Teams use it to prepare customer records, support requests, or order details in the structure expected by another system.

X Mind Solutions places Edit Fields (Set) before or after AI agent steps to make data preparation explicit. Selected fields provide the agent with relevant context, while expressions supply values needed by the workflow. After an agent responds, its results can be mapped into fields for CRM updates, task creation, or notifications. The node performs field transformations, not AI reasoning.

Edit Fields (Set) does not require its own service account; authorization applies to the workflow environment and connected applications. X Mind Solutions defines source-to-target mappings, checks outputs against sample records, and plans monitoring through workflow execution logs. Security considerations include excluding unnecessary sensitive fields, limiting their exposure in logs, and assigning access according to operational responsibilities rather than granting broad permissions.