Purpose: The Kizen Automation engine has an Action step allowing you to modify a related record tied to a relationship field on Contact or on Custom Object records. This functionality is an efficient way to automate information movement between Custom Objects and/or Contacts

TABLE OF CONTENTS

• Modify Related Entity Overview
• Mapping Complex Field Type Values
• Transfer Data from Sales Pipeline to Customer Success Pipeline

Modify Related Entity Overview

The Modify Related Entity Action step allows modifications to both primary and additional relationship types. If the field selected in the automation step is a an Additional Relationship type, all records in the field will be updated with the values from the automation.

All field types are able to be modified from this action step and can be a specific value or a value from the record the automation is being run on. Selecting a Specific Value allows you to enter a static value for the field that will be used whenever the automation is run. Selecting a Deal Field Value (Variable) allows you to push the field value for the same field type the related records.

Mapping Complex Field Type Values

Complex field types are:

1. Dropdown

2. Radio Button

3. Dynamic Tags

4. Rating, Status

5. Yes/No Question

6. Relationships

7. Team Selector

8. Checkboxes

When using complex field types to transfer field values from one object to another, you are able to map value options from one relationship to another using Rules.

When mapping Relationship fields, it is important to map Primary and Additional Relationships correctly. Primary Relationship fields can be mapped to Additional Relationship fields, but Additional Relationship fields should not be mapped to a Primary Relationship field. Since a Primary Relationship field only allows for one value, if an Additional Relationship field containing multiple values is mapped to the Primary Relationship field, the system will select a random value to use.

Transfer Data from Sales Pipeline to Customer Success Pipeline

In this example we will continue building an automation that was started in the article for the Create Related Entity Action step. Check out that article or our article on Automations for instructions on creating a new automation.

1. Click on + icon

2. Select Add Action from the drop-down list     

3. Select Modify Related Entity    

4. Choose the Related Object to modify

5. Select which Relationship Fields' records to modify

Note: You can modify multiple relationship fields' records at once

6. Choose which Field(s) to update

7. For each field, select Deal Field Value (Variable) or Specific Value as the Value Type

8. Select which Field Value should be pushed to the related record(s)

9. Choose a Field Resolution

    9.1 Overwrite Field will replace any existing value for the selected field with the new value.

    9.2 Only Add Options will only add the selected option to the existing value for the selected field

10. Add Rules, if applicable

Note: Rules will apply for Dropdown, Radio Button, Dynamic Tags, Rating, Status, Yes/No Question, Relationship, and Checkboxes field types

11. Click Save

12. When the automation is complete, click Save

13. When you are ready for to run your automation, move the Active? Toggle on

Related Topics

Use a Create Related Entity step to automate the creation of a new record from the current entity to the new entity.

Explore other Automation Actions in this article.