Clear Fields of Custom Object or Associated Record Action

The Clear Fields of Object or Associated Record action enables you to clear temporary Notes and Internal Comment custom fields that are no longer required once the workflow trigger criteria are met. This functionality ensures that records are automatically updated, 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 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 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 the action setup process.

Action Name  #

Update the Workflow Action Name if necessary to give a precise overview of the function of the action.

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.

Fields #

Choose the fields to be cleared by selecting them from the dropdown menu.

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.

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