The Update Custom Object or Associated Record action allows you to update 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.
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.
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.
Update the Workflow Action Name if necessary to give a precise overview of the function of the action.
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.
Choose the fields to be updated by selecting them from the dropdown menu. This enables you to use custom objects and custom values to update details in the object record.
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.
