Workflow Action: Remove Assigned User
The Remove Assigned User Workflow Action removes any assigned user from a contact added to the workflow, leaving the contact without any assigned users. This article will give an overview of how to build a workflow using the Remove Assigned User Workflow Action.
Step 1: Start a new workflow or edit an existing one
Step 2: Set up applicable Workflow Trigger(s). We have multiple articles available to explain the setup of each of the Workflow Triggers. Feel free to review our articles for more information on setting these up.
Pro Tip: You can use any Workflow Triggers to trigger the Remove Assigned User Workflow Action or leave this workflow without any triggers.
Step 3: Setting up the Remove Assigned User Workflow Action
- Click on the “+” symbol below the trigger to add an action.
- Under Actions, select Remove Assigned User in the CRM section of the Actions Menu or use the search feature. Upon selection, the Action setup menu will appear.
- (Optional) You can change this action's workflow builder display name using the textbox below the Action Name. Note that this will only affect the display name within the workflow builder and has no other impact on the content or functionality of this Workflow Action.
- Press Save in the bottom right corner of the Action setup menu.
Step 4: Press Save in the top right corner of your browser to save the workflow
- If your workflow is ready to be enabled, make sure the toggle switch under Save is set to Publish
- Be sure to test your workflow and set it up correctly using the Test Workflow button next to the Publish toggle switch.
- For an in-depth overview of Workflow Testing, see our article, “Using the Testing Features in Workflows”
Your workflow is ready to go with the Remove Assigned User Workflow Action!