How to Automate with Custom Data Using Workflow Automator

Описание: How to Automate with Custom Data Using Workflow Automator

Freshservice tips and Tricks blog/video series.

To provide a more complete and centralized view of your information, custom objects can be integrated with external data sources, systems, or APIs to bring in and populate the required fields with this external data, thus combining the existing data within the custom objects automatically.

With the Freshservice Workflow Automator, admins can customize workflows and leverage external data sources in the automation process. When used with custom objects, the workflows can be designed with automation rules and actions based on the data from those sources, resulting in a seamless incorporation of external data within the workflow automation.

**Freshservice Tips and Tricks to Always Remember
Tip: The true benefit of custom objects is using them within Workflow Automator.
Tip: Always test your works flow. Test different scenarios to verify that the automation rules and actions associated with the custom object are working correctly.

To create a custom object, follow these steps:

1. Navigate to the Admin settings in bottom left corner of the screen. Click on the "Admin" tab to enter the administration area.
2. Scroll down to “Automation and Productivity” section.
3. Select “Custom Object” icon.
4. Select “New Custom Object” button on top right.
5. Enter title and description, and then save.
6. Enter the required fields by selecting the “Add Object Field” button on the right.
7. Enter a title for the field, select the field type, and choose whether the field is required or not. Then, save on the bottom right.
8. Repeat for other fields.
9. Navigate to the “Object Records” tab. Add object record or import.

To read the companion blog to this video:
https://blog.flycastpartners.com/fres...

For more Freshservice Tips and Tricks videos:
   • Freshworks Freshservice Tips and Tricks  

Freshservice Tips and Tricks blogs:
https://blog.flycastpartners.com/fres...

For more information about our Freshservice Professional Services:
https://resources.flycastpartners.com...
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