Workflow Trigger – "Custom Object/Contact Associated"
in progress
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Mikhaeel Williams
This trigger should activate when a Contact is associated with a Custom Object (or vice versa).
Purpose:
To enable workflows that respond immediately when an association is made between a Contact and/or Custom Object. Once triggered, the workflow should have access to the Contact and/or Custom Object data, allowing for dynamic and data-driven actions within the flow.
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Aayush Singhal
Hi everyone, thanks for your patience on this. It's taken longer than we anticipated. We've made significant progress and are planning to go live in the first week of May.
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Aayush Singhal
Hi everyone, thanks for your patience on this. It's taken longer than we anticipated. We've made significant progress and are planning to go live in the first week of May.
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SirLuckHomes Real Estate Brokerage
I agree. We are trying to move data from the Contact Object to a new Custom Object and it's impossible. Custom Objects should be able to access data from Contact Objects.
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Cooper Wilburn
It would be nice to give the customer object an expiration date so that you can automate reminders to update the object. e.g. Vaccine record expiration date and a workflow can send reminder to update.
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Aayush Singhal
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in progress
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Ali Fassih
Aayush Singhal hello, what is the anticipated complete date for this?
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Melissa Suba
Aayush Singhal hi, do you have an estimated completion date for this? thank you
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Keith Dias
Aayush Singhal This is now urgent please let us know a completion date?
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Michael Warren
This would allow for the field to be updated in either object if the same field lives in both the Custom Object and the Contact. To take it a step further, this should also be the case with Opportunities.