The Update Custom Object or Associated Record action allows you to modify an existing Object or associated object record within the system when the trigger criteria are fulfilled. This functionality ensures that records are automatically modified as needed to maintain accurate and up-to-date information.
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 Update 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 Update {{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 to Update #
This field displays records created in the Settings > Objects section of your account. Select the Object or Associated Record you wish to update from the dropdown.
Owner #
Choose the object owner from this dropdown.
Followers #
To assign a follower, click this field to see your team members in a list.
Fields #
Once you have chosen the object owner and follower, click + Add Field to choose the fields that should be changed. This enables you to use custom objects and custom values to update details in the object record.
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 Update Custom Object or Associated Record action do? #
It modifies an existing custom object or associated object record when the trigger criteria are met, keeping that record’s information accurate and up to date automatically.
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 record to update? #
Use the Object to Update dropdown, which displays records created in your Settings > Objects section, to select the Object or Associated Record you want to update.
Can I update the owner and followers of the record? #
Yes. Choose the object owner from the Owner dropdown and assign followers from the Followers field, which lists your team members.
How do I specify which fields to change? #
After setting the owner and followers, click + Add Field to choose the fields to change, using custom objects and custom values to update the details in the record.
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.
