Automation Action: Modify Related Automations


Purpose: In this support guide, we’ll walk you through the process of modifying related automations within the Kizen Automation engine. This feature allows you to initiate actions on related objects and entities, enhancing the automation capabilities of your workflows. By following the outlined steps, you can effectively manage and trigger automations based on related data, ensuring a more streamlined and efficient operational process

Follow the steps below to start an Automation on a Related Object:


1. Add an Automation


2. Click on + icon


3. Choose Add Action from the drop-down list

 


4. Click Modify Related Automations

 


5. Select the dropdown to choose a Related Object


6. 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


7. Select the Related Entity to trigger the new automation on

 


8. Select an Action for the new automation - Start, Pause, or Cancel


9. Choose Automation to Start / Pause / Cancel


10. If Starting a new automation, select if paused automations should be restarted (optional) 


Note: Records with the existing paused automation will be restarted instead of starting a new automation at step 1


11. Click Save

 

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