Modify a related automation via the Automation engine by selecting a related object and entity to modify, then selecting an automation to action upon.
Start an Automation on a Related Object
- Add an Automation
- Click on + icon
- Click on Add Action
- Click Modify Related Automations
- Select the dropdown to select a Related Object
- Select the Related Object to start an automation for
- Note: Only custom objects that are related to the object of the current automation will be available to select
- Note: Only custom objects that are related to the object of the current automation will be available to select
- Select the Related Entity to trigger the new automation on
- Select an Action for the new automation - Start, Pause, or Cancel
- Select the automation to Start, Pause, or Cancel
- Optional: If Starting a new automation, select if paused automations should be restarted
- Note: Records with the existing paused automation will be restarted instead of starting a new automation at step 1.
- Click Save