Lists, Lead Scoring & Workflows

Contributor | Elite Partner
Contributor | Elite Partner

Workflow Assistance

I am looking for some ideas on how to implement a particular step needed in a workflow. I have a step that creates a new record in a custom object. I then need to copy a few contact properties into that new record that was just created. The copy works but it steps on any existing records in the custom object for that particular contact.


How do I set up the copy steps so that it's isolated to just the new record that was created and not previous records?



Terry McMillan

2 Replies 2
Top Contributor | Partner
Top Contributor | Partner

Workflow Assistance

Hi @tmcmillan99 


Apologies I am just replying to this. I've been away for a few weeks. 


To solve this, try to create new properties for the custom object and make sure that these new properties will have similar names as the contact properties you like to copy into them, to enable you to remember them better. For example, if my custom object is "Partner" and I want to copy a contact property "First name" into this custom object, I would create a new property for my custom object and name this "Partner First Name".


Please, also note that the new custom object property being created must have similar field types to make copying the data easy.


Let me know if this works.


Thanks for the invite, @TiphaineCuisset 

Bukunmi (Matt) Odetayo

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Community Manager
Community Manager

Workflow Assistance

Hi @tmcmillan99 


Thank you for reaching out.


I want to tag some of our experts here - @ChrisoKlepke @BukunmiOdetayo @MrJustinGivens do you have any advice for @tmcmillan99 on this? 


Thank you!



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