The Update Custom Object or Associated Record action lets you modify an existing object or associated object record when the trigger criteria are met. This keeps your records updated automatically, so the information stays accurate.
How It Works
Start by creating a new workflow in the Automation section of your account, or open 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'll use an Examples Custom Object to show how the Update Custom Object or Associated Record action works.
Add New Action
Rename the workflow if 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 begin the action setup.
Action Name
Update the Workflow Action Name if needed to clearly describe what the action does.
Object to Update
This field shows records created in the Settings > Objects section of your account. Select the Object or Associated Record you want 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've selected the object owner and follower, click + Add Field to choose which fields should be updated. This lets you use custom objects and custom values to update details in the object record.
Save
Save the action to add it to your workflow.
Once all changes are complete, publish and save the workflow to activate it.