The Create Object or Associated Record action allows you to generate a new Object record or create an associated object record within the system when the trigger criteria are fulfilled. This functionality ensures that records are automatically added as needed, streamlining data management.
How It Works #
Begin by creating a new workflow in the Automation section of your account or accessing an existing Objects workflow from the list.
Note: The title of the Custom Object workflow option will vary depending on the Custom Objects you have 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 Create Custom Object or Associated Record Action.
Add New Action #
Rename the workflow as needed and add a trigger if applicable. Then, navigate to the Workflow Actions list and select the Create {{Object}} or Associated Record option to initiate the action setup process.
Action Name #
Update the Workflow Action Name if necessary to give a precise overview of the function of the action.
Object Record #
This field will display records created in the Settings > Objects section of your account. Select the Object or Associated Record from the dropdown.
Owner #
New objects can be assigned to a team member by selecting the person from the dropdown.
Followers #
If another team member needs to keep tabs on the object, you may add them here.
Primary Display Field #
Input the required value in the primary object field. For greater flexibility, you can also use custom object fields or custom values to tailor the entry to your specific needs.
Fields #
Add fields by selecting them from the dropdown menu. This enables you to include additional details in the object record, ensuring the record accurately reflects the required information.
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 Create Custom Object or Associated Record action do? #
It generates a new custom object record or an associated object record when the trigger criteria are met, automatically adding records to streamline data management.
Why does the workflow option name vary? #
The Custom Object workflow option takes the format of {{Custom Object Name}} based workflow, so its title reflects the Custom Objects you configured in Settings > Objects.
How do I choose which type of record to create? #
Use the Object Record dropdown, which displays records created in your Settings > Objects section, to select the Object or Associated Record to create.
Can I assign an owner and followers to the new record? #
Yes. Assign the new object to a team member using the Owner dropdown, and add any team members who should keep tabs on it in the Followers field.
What is the Primary Display Field? #
It is the required value for the primary object field; you can also use custom object fields or custom values to tailor the entry to your needs.
How do I add more details to the record? #
Use the Fields option to select additional fields from the dropdown so the record accurately reflects the required information.
