The Clear Fields of Object or Associated Record action enables you to remove specific field values from either a company’s record or the contact(s) associated with that company within a workflow. This functionality ensures that records are automatically updated, maintaining data accuracy and ensuring only relevant information is retained.
How It Works #
Begin by creating a new workflow in the Automation section of your account or accessing an existing Object-based workflow from the list.
Note: The title of the Custom Object workflow option will vary depending on the Custom Objects you configured in the Settings > Objects section and will take the format of {{Custom Object Name}} based workflow.
In this guide, we will use an Examples Custom Object to demonstrate how you can use the Clear Fields of Custom Object or Associated Record Action.
Add New Action #
Rename the workflow as needed and add a trigger if applicable. Then, click the option to add an action and select the Clear Fields of {{Object}} or Associated Record option to initiate its setup process.
Action Name #
Update the Workflow Action Name if necessary to give a precise overview of its function.
Object to Clear Fields #
This field displays the records created in the Settings > Objects section of your account, allowing you to select the specific Object or Associated Record you wish to clear from the dropdown menu.
Clear Owner & Clear Followers #
Choose whether the owner and follower should be cleared.
Fields #
Click + Add Field to select the specific fields you wish to reset. To clear multiple fields, click + Add Field and repeat the selection process.
Save #
Save the action to include it in your workflow.
Once all changes are complete, publish and save the workflow to activate it and ensure it functions as intended.
Frequently Asked Questions #
What does the Clear Fields of Custom Object or Associated Record action do? #
It removes specific field values from a custom object’s record or its associated contact(s) within a workflow, helping keep records accurate and free of outdated information.
Why does the workflow option have a different name? #
The Custom Object workflow option takes the format of {{Custom Object Name}} based workflow, so its title varies depending on the Custom Objects you configured in Settings > Objects.
How do I choose which record to clear? #
Use the Object to Clear Fields dropdown, which displays the records created in your Settings > Objects section, to select the specific Object or Associated Record.
Can I clear the owner and followers too? #
Yes. The Clear Owner and Clear Followers options let you choose whether the owner and followers should also be cleared.
How do I clear multiple fields at once? #
Click + Add Field to select a field to reset, then click + Add Field again and repeat the selection for each additional field you want to clear.
What do I do to activate the action? #
Save the action to include it in your workflow, then publish and save the workflow to activate it.
