The Custom Objects Changed trigger enables you to automate a process based on changes made to your Custom Objects. This trigger is particularly valuable in scenarios where consistent actions or updates are required whenever specific changes occur within these Objects. By leveraging this functionality, you can simplify repetitive processes, saving time and reducing the likelihood of manual errors.
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 Custom Objects Changed Trigger.
Add New Trigger
Proceed to rename the workflow, then click the option to add a trigger, selecting the {{Custom Object}} Changed trigger from the list.
Workflow Trigger Name
Update the Workflow Trigger Name if necessary to give a precise overview of the function of the trigger.
Applying Filters
Add filters to specify the conditions by which the workflow should be activated. You will be able to filter by the primary object field name and the name of the object.
From the dropdown menu, select an operator to finalize the filter configuration. You can specify whether the trigger should activate for all changes or specific changes.
For operators that rely on specific changes, input the desired phrase in the value field. This field supports alphanumeric characters and symbols, allowing you to define precise criteria for the trigger. Ensure the input accurately represents the conditions needed for the workflow to execute effectively.
Review your trigger configuration then click Save to add it to your workflow!
You can then define object-specific actions, like creating, updating, or clearing custom object records to automate your object management.