Workflow Action: Remove Assigned User
The Remove Assigned User Workflow Action allows you to remove any assigned user from a contact that is part of a workflow. This leaves the contact without an assigned user. In this article, you’ll learn how to create a workflow using this action.
Step 1: Start a New Workflow or Edit an Existing One
Begin by either creating a new workflow or editing an existing one.
Step 2: Set Up Applicable Workflow Trigger(s)
Choose the appropriate workflow triggers to start the process. We have articles that cover different Workflow Trigger setups for more detailed information.
Pro Tip: You can use any workflow trigger to activate the Remove Assigned User action, or leave the workflow without a trigger.
Step 3: Setting Up the Remove Assigned User Workflow Action
Click on the + symbol below the trigger to add an action.
Under Actions, select Remove Assigned User from the CRM section of the Actions Menu, or use the search feature. The Action setup menu will appear.
(Optional) Change the workflow builder display name for this action in the Action Name textbox. This change will only affect the display name within the workflow builder.
Press Save in the bottom right corner to confirm.
Step 4: Save and Publish the Workflow
Press Save in the top right corner of your browser to save the workflow.
If your workflow is ready to be enabled, toggle the switch under Save to Publish.
Test your workflow using the Test Workflow button next to the Publish toggle to ensure it’s working correctly. For more details on testing, see the article "Using the Testing Features in Workflows."
Now your workflow is ready with the Remove Assigned User action!
FAQs: Setting Up the Remove Assigned User Workflow Action
1. What does the Remove Assigned User Workflow Action do?
This action removes any assigned user from a contact, leaving the contact unassociated with any user in the system.
2. How do I start building a workflow with the Remove Assigned User action?
Begin by creating a new workflow or editing an existing one. Set up any necessary triggers, then configure the Remove Assigned User action as described.
3. Can I use any Workflow Trigger with the Remove Assigned User action?
Yes, any workflow trigger can activate the Remove Assigned User action, or you can set it up without a trigger.
4. How do I add the Remove Assigned User action to my workflow?
Click the + symbol under the trigger and select Remove Assigned User from the CRM section in the Actions Menu, or use the search feature to find it.
5. Can I rename the Remove Assigned User action for better clarity?
Yes, you can rename the action within the workflow builder by using the Action Name textbox. This only changes how the action is displayed in the builder and doesn’t affect its functionality.