The Clear Fields of an Associated Record action allows for the reset of specific fields within a custom object associated with a contact. This feature is especially useful for clearing outdated information, resetting form entries, or handling special conditions within workflows, as it ensures that expired or obsolete data is removed without deleting the entire record.
Note: Before using this feature, you will need to create an association for the object in the Object Settings in your account. For detailed instructions, please refer to the “How to Set Up Contact-to-Contact Association” article.
How It Works #
Navigate to Automation > Workflows, and either create a new workflow from scratch or open an existing contact-based workflow.
Note: This feature enhances the ability to manage and track related entities tied to contacts and thus will not appear in Object-based workflows.
Add the relevant workflow triggers and actions, then add the Clear Fields of an Associated Record action. Once the object is selected, specify the label that should be cleared. Additionally, you have the option to clear all associated records by selecting All Associated Objects from the dropdown menu.
Clear Owner & Followers #
The object owner and follower fields can also be cleared by choosing “Yes” from the dropdown. To clear multiple fields, click the + Add Field button.
Finally, save the action and activate the workflow to automate the process as required.
By utilizing the “Clear Fields of an Associated Record for Contact” action, you can easily manage custom object records. This functionality simplifies the tracking and management of crucial business processes, contributing to more organized and efficient workflows.
Note: The action does not delete the record itself; it only clears the data within the selected fields.
Frequently Asked Questions #
What does the Clear Fields of an Associated Record action do? #
It resets specific fields within a custom object associated with a contact, removing outdated or obsolete data without deleting the record.
Does this action delete the associated record? #
No. It only clears the data within the selected fields. The record itself remains intact.
What setup is required first? #
You must create an association for the object in the Object Settings of your account before using the action.
Can I clear all associated records at once? #
Yes. You can select All Associated Objects from the dropdown menu to clear all associated records rather than a single label.
Can I clear the owner and follower fields? #
Yes. The object owner and follower fields can be cleared by choosing “Yes” from the dropdown.
How do I clear more than one field? #
Click the + Add Field button to add and clear multiple fields, then save the action and activate the workflow.
