Workflow Action: Update an Associated Record for Contact

Overview

The Update an Associated Record action in Stack allows you to automatically modify specific fields of a custom object linked to a contact. This feature ensures that your key information stays accurate and up-to-date, reducing the need for manual updates.

Action Name

Update Associated Record for Contact

Action Description

This action lets you update existing custom object records associated with a contact. You can apply updates to one or multiple records, depending on the association label you select.

Action Details

• This action is available after creating custom objects and establishing an association label between these objects and contacts.
• You can update one or more fields within the selected records.
• Use association labels to specify which records to update. You can also choose to update all associated records by selecting "All associated records".
• Utilize custom values and fields, such as merge fields, to add information to the object record.

Example: Tracking Remaining Slots for a Trip

Consider a home appliance company that sells products with warranties. Each product has a Warranty custom object to track:

• Warranty Start Date
• Warranty Expiry Date
• Service History

Example Setup

For updating warranty information after a service request:

• Object to Update: Warranty
• Association Label: Purchased Product
• Fields to Update:
  • Service History: Append service details
  • Last Service Date: Set to today’s date

How It Works

1. When a product is purchased, the Warranty Start Date is automatically set using the Create an Associated Record action.
2. If a customer submits a service request, the workflow triggers an Update Associated Record action:
   • The Service History field is updated with the service details.
   • The Last Service Date is set to today’s date.

This setup helps the company maintain an updated service record for each product, ensuring smooth warranty tracking and efficient claims processing.