Create Custom Object or Associated Record Action

The Create Object or Associated Record action allows you to generate a new Object record or create an associated object record within the system when the trigger criteria are fulfilled. This functionality ensures that records are automatically added as needed, streamlining data management.

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 Create Custom Object or Associated Record Action.

Add New Action

Rename the workflow as needed and add a trigger if applicable. Then, navigate to the Workflow Actions list and select the Create {{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 Record

This field will display records created in the Settings > Objects section of your account. Select the Object or Associated Record from the dropdown. 

Fields

Add fields by selecting them from the dropdown menu. This enables you to include additional details in the object record, ensuring the record accurately reflects the required information.

Primary Display Field 

Input the required value in the primary field. For greater flexibility, you can also use custom object fields or custom values to tailor the entry to your specific needs.

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.