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How to maintain an object’s status throughout the workflow execution?

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Updated
ByHarsh Kesari

  1. Access the Workflow Builder

    • Open your web browser
    • Navigate to builder.axonator.com
    • Log in to your account

  2. Open or Create a Workflow

    • Select an existing workflow or create a new one

  3. Set Up Basic Workflow Structure

    • Add a start step to your workflow
    • Add additional steps as required for your process

  4. Add Update Object Action

    • Locate the “Update Object” action in the left section of the workflow builder
    • Drag and drop the “Update Object” action onto the canvas

  5. Connect the Update Object Action

    • Connect the “Update Object” action to other relevant actions in your workflow
    • Ensure it’s placed at the appropriate point in the process where you want to update the object’s status

  6. Configure the Update Object Action

    • Select the “Update Object” action on the canvas
    • In the properties panel on the right side of the screen, you’ll see configuration options

  7. Select the Step to Update

    • In the properties panel, find the dropdown menu that allows you to select which step you want to update
    • Choose the appropriate step that represents the object whose status you want to maintain

  8. Set the Status Update

    • Configure the status update within the “Update Object” action
    • This might involve setting a specific status value or using a variable depending on your workflow logic

  9. Save and Test Your Workflow

    • Save your changes to the workflow
    • Run a test to ensure the object’s status is being updated correctly at each stage
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