In this article, you will learn how to use the Update Custom Value action in workflows to modify a custom value effectively.
Navigation Steps
Step 1: Start a new workflow or edit an existing one.
Step 2: Set up applicable workflow triggers. There are multiple articles available explaining the setup of each workflow trigger; feel free to review them for more information.
Pro Tip: You can utilize any workflow triggers to activate the Update Custom Value action, or you can leave this workflow without any triggers.
Step 3: Set up the Update Custom Value Action
Click the “+” symbol below the trigger to add an action.
In the Actions Menu, select Update Custom Value from the CRM section, or use the search feature to locate it.
Choose the custom value you’d like to update from the drop-down menu, then specify the new value to replace it with.
Press Save in the bottom right corner of the action setup menu.
Step 4: Save the workflow
Click Save in the top right corner of your browser to save the workflow.
If your workflow is ready to be enabled, ensure the toggle switch under Save is set to Publish.
Be sure to test your workflow to confirm it is set up correctly by using the Test Workflow button next to the Publish toggle switch.
For an in-depth overview of workflow testing, see our article, “Using the Testing Features in Workflows.”
Now your workflow is set up and ready to utilize the Update Custom Value action!
FAQs
1. Can I use any Workflow Triggers with the Update Custom Value action?
Answer: Yes, you can use any workflow triggers to activate the Update Custom Value action. This flexibility allows you to update custom values based on various triggers that suit your specific needs within the workflow.
2. Is it necessary to add triggers to use the Update Custom Value action?
Answer: No, adding triggers is not mandatory. You can set up the workflow without any triggers, allowing you to manually run the workflow or update values as needed.
3. How do I choose which Custom Value to update in the action setup?
Answer: In the action setup menu, select the custom value you’d like to update from the drop-down menu, then specify the new value you want to replace it with. This ensures that the correct value is updated in your workflow.
4. Can I rename the Update Custom Value action in the workflow builder?
Answer: Yes, you can rename the action using the textbox in the action setup menu. This change will only affect the display name within the workflow builder and does not impact the functionality of the action.
5. How do I save the Update Custom Value action after setting it up?
Answer: After configuring the action, press Save in the bottom right corner of the action setup menu. Then, save the entire workflow by pressing Save in the top right corner of your browser.
6. What should I do after setting up the Update Custom Value action?
Answer: After setting up the action, save the workflow and ensure it is enabled by setting the toggle switch under Save to Publish. Test the workflow using the Test Workflow button to confirm that it functions as expected.