Workflow Action: Remove Assigned User

The Remove Assigned User Workflow Action removes any assigned user from a contact that is added to the workflow, leaving the contact without any users assigned to it.

Step 1: Start a new workflow or edit an existing one

Step 2: Set up applicable Workflow Trigger(s). We have multiple articles available to explain the setup of each of the Workflow Triggers. Feel free to review our articles on these for more information on setting these up.

• Pro Tip: You can use any Workflow Triggers to trigger the Remove Assigned User Workflow Action or you can leave this workflow without any triggers.

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 in the CRM section of the Actions Menu or use the search feature. Upon selection, the Action setup menu will appear

• (Optional) You can change the workflow builder display name of this action using the textbox below Action Name. Note that this will only affect the display name within the workflow builder and has no other impact on the content or functionality of this Workflow Action.

• Press Save in the bottom right corner of the Action setup menu

Step 4: Press Save in the top right corner of your browser to save the workflow

• If your Workflow is ready to be enabled, make sure the toggle switch under Save is set to Publish

• Be sure to test your Workflow to make sure it is set up correctly 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 go with the Remove Assigned User Workflow Action!

FAQs: Setting Up the Remove Assigned User Workflow Action

1. What does the Remove Assigned User Workflow Action do?

• The Remove Assigned User Workflow Action removes any assigned user from a contact. This leaves the contact without any users assigned to it, effectively disassociating the contact from any user within the system.

2. How do I start building a workflow with the Remove Assigned User action?

• Begin by starting a new workflow or editing an existing one in your Workflow builder. Follow the steps to set up applicable triggers if needed, and then proceed to configure the Remove Assigned User action.

3. Can I use any Workflow Trigger with the Remove Assigned User action?

• Yes, you can use any Workflow Trigger to activate the Remove Assigned User action. Alternatively, you can set up the action without any triggers if the workflow does not require specific triggering conditions.

4. How do I add the Remove Assigned User action to my workflow?

• Click the “+” symbol below the trigger in your Workflow builder. From the Actions Menu, select “Remove Assigned User” in the CRM section or use the search feature to locate it. The Action setup menu will appear for configuration.

5. Can I rename the Remove Assigned User action for better clarity?

• Yes, you can change the display name of the action within the workflow builder by using the textbox below “Action Name.” This change only affects how the action is displayed in the workflow builder and does not impact its functionality.