The Clear Fields of Object or Associated Record action lets you remove specific field values from either a company's record or the contact(s) associated with that company within a workflow. This keeps records updated automatically, 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 clear 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.