The Custom Objects Changed trigger enables you to automate a process based on changes made to your Custom Objects. This is particularly valuable when consistent actions or updates are required whenever specific changes occur within these objects. By leveraging this functionality, you can simplify repetitive processes, saving time and reducing the likelihood of manual errors.
How It Works #
Begin by creating a new workflow in the Automation section of your account, or access 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 use an Examples Custom Object to demonstrate the Custom Objects Changed trigger.
Add New Trigger #
Rename the workflow, then click the option to add a trigger, selecting the {{Custom Object}} Changed trigger from the list.
Workflow Trigger Name #
Update the Workflow Trigger Name if necessary to give a precise overview of the function of the trigger.
Applying Filters #
Add filters to specify the conditions by which the workflow should be activated. You can filter by object custom fields and the type of the object.
From the dropdown menu, select an operator to finalize the filter configuration. You can specify whether the trigger should activate for all changes or specific changes.
For operators that rely on specific changes, input the desired phrase in the value field. This field supports alphanumeric characters and symbols, allowing you to define precise criteria for the trigger. Ensure the input accurately represents the conditions needed for the workflow to execute effectively.
Review your trigger configuration, then click Save to add it to your workflow. You can then define object-specific actions, like creating, updating, or clearing custom object records, to automate your object management.
Frequently Asked Questions #
What does the Custom Objects Changed trigger do? #
It automates a workflow whenever changes are made to a custom object, helping standardize repetitive updates and reduce manual errors.
How does it differ from the Custom Object Created trigger? #
The Created trigger fires when a new object record is added, while the Changed trigger fires when an existing object’s fields are modified.
What can I filter on? #
You can filter by object custom fields and the object type, then choose an operator to define the matching condition.
Can I trigger on all changes or only specific ones? #
Yes. Operators let you activate the trigger for all changes or only for specific changes you define.
What characters can I use in the value field? #
The value field supports alphanumeric characters and symbols so you can define precise trigger criteria.
What actions can follow this trigger? #
You can create, update, or clear custom object records to automate your object management.