What is the Update Object step?

Update Object is a Workflow Action step that updates information within a Persona object when triggered.

Objects are Persona products including Inquiries, Cases, and Accounts. They may contain information such as customer contact information, address, status, etc. Update Object allows you to either modify (set) or remove (unset) information from fields like those, from within your Workflow. This is useful for automating changes to Objects once certain actions are completed. Commonly updated Persona objects included Cases, Accounts, and Transactions.

How do you add an Update Object step?

1. Navigate to the Dashboard, and click on Workflows > All Workflows.
2. Find and click on the workflow you want to edit, or Create a new workflow.
3. Click on + when hovering over a circle to add an Action.

4. Use the Find Action select box to click on Other > Update Object.
5. Select a target Object.

6. Under ‘Object Fields’, click Fields (Edit). An entry box will appear where you must select:
   1. The Field (type of information).
   2. The Operator (either Set the field with new data, or Unset its existing data to blank it).
   3. The Value (the new information to populate that field, if the Operator is Set).
   4. You can add more fields by clicking Add Field.

7. Close the Step Type. You’ll have to Save and Publish the workflow to begin using it.

Plans Explained

Update Object step by plan

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