Custom Object Workflow Actions
3 guides covering custom object workflow actions on the Sparkforge platform.
- Workflow Action - Clear Fields of Associated Record for Contact The Clear Fields of Associated Record action wipes selected fields on a custom object record linked to a contact, while leaving the record intact. Good for rede
- Workflow Action - Create an Associated Record for Contact The Create Associated Record action spawns a new custom object record from inside a contact-based workflow and links it to the contact using an association labe
- Workflow Action - Update an Associated Record for Contact The Update Associated Record action modifies fields on custom object records linked to a contact. Scope it by association label to update one record, several re