Workflow Action: Clear Fields of Associated Record for Contact

Overview

The Clear Fields of an Associated Record action in Stack allows you to reset specific fields within a custom object linked to a contact. This feature is particularly useful for removing outdated information, resetting form entries, or managing special conditions within your workflows.

Action Name

Clear Fields of Associated Record for Contact

Action Description

With this action, you can choose specific fields within a custom object and clear their values, while keeping the record itself intact. The associated label determines which records will have their fields cleared.

Action Details

• This action requires the creation of custom objects and an association label between at least one of these objects and contacts.
• There must be at least one association between the custom object and the contact for this action to function.
• You can select multiple fields to reset.
• The action does not delete the record, only the selected fields.

Example

Imagine a retail business that tracks customer loyalty points using a Loyalty Program custom object. When a customer redeems their points for rewards, the Loyalty Points field should be cleared to reflect this redemption.

Since workflows cannot trigger on specific dates, this action is executed when a related event occurs, such as processing a redemption request.

Example Setup

• Object to Update: Loyalty Program
• Association Label: Customer Rewards
• Fields to Clear:
  • Loyalty Points
  • Last Redemption Date

How It Works

When a customer redeems their points, a workflow is triggered to clear the Loyalty Points field. The Last Redemption Date is also reset, ensuring accurate tracking of future redemptions. This prevents redeemed points from being mistakenly available for reuse while keeping the customer’s loyalty record intact.

This process helps businesses accurately track loyalty redemptions and ensures that customers cannot reuse points after redemption.