Workflow Action: Update Custom Value

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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 for more information on setting these up.

Pro Tip: You can use any Workflow Triggers to trigger the Update Custom Value action or you leave this workflow without any triggers.

Step 3: Setting up the Update Custom Value Action

• Click on the “+” symbol below the trigger to add an action.

• Under Actions, select Update Custom Value in the CRM section of the Actions Menu or use the search feature

• Select the Custom Value you’d like to update from the drop-down menu, then the New Value you’d like to replace it with.

• 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 ensure 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 Action Update Custom Value

FAQ’s

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, it is not necessary to add triggers. 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 setup 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.