Switch Context

Switch Context makes the steps after it act on another record.

Settings

• Switch To:
  • The Workflow's Object: the record the workflow is shown for, like the project on its page.
  • A Step's Object: the record an earlier step acted on or created. Choose the Step, like "Step 4 · Project".
  • The Nearest Object of a Type: the closest record of a type around the workflow, like the client whose page a list of activity is on. Choose the Object Type.

How it works

• Inside a loop, switching to the loop's step goes back to each record in it, like the original task after copying it.
• Step numbers are updated when steps move, so A Step's Object keeps pointing at the same step.

Tips

In a step's help, Act on Another Object adds a Switch Context step before it.

Examples

• After logging a call for a contact, switch to the nearest Client to schedule the client's next follow up in the same form.
• After duplicating a project, switch back to The Workflow's Object to work on the original.