Workflow Trigger – "Custom Object/Contact Associated"
in progress
M
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.
Log In
S
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.
C
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.
A
Aayush Singhal
marked this post as
in progress
A
Ali Fassih
Aayush Singhal hello, what is the anticipated complete date for this?
M
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.