Workflow Action: Remove Assigned User

The Remove Assigned User Workflow Action removes any assigned user from a contact that is added to the workflow, leaving the contact without any users assigned to it. This article will give an overview of how to build a workflow using the Remove Assigned User Workflow Action.

Step 1: Start a new workflow or edit an existing one

Step 2: Set up applicable Workflow Trigger(s). We have multiple articles available to explain the setup of each of the Workflow Triggers. Feel free to review our articles on these for more information on setting these up.

Pro Tip: You can use any Workflow Triggers to trigger the Remove Assigned User Workflow Action or you can leave this workflow without any triggers.

Step 3: Setting up the Remove Assigned User Workflow Action

• Click on the “+” symbol below the trigger to add an action.

• Under Actions, select Remove Assigned User in the CRM section of the Actions Menu or use the search feature. Upon selection, the Action setup menu will appear

• (Optional) You can change the workflow builder display name of this action using the textbox below Action Name. Note that this will only affect the display name within the workflow builder and has no other impact on the content or functionality of this Workflow Action.

• Press Save in the bottom right corner of the Action setup menu

Step 4: Press Save in the top right corner of your browser to save the workflow

• If your Workflow is ready to be enabled, make sure the toggle switch under Save is set to Publish

• Be sure to test your Workflow to make sure it is set up correctly using the Test Workflow button next to the Publish toggle switch.

  • For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”

Now your Workflow is set up and ready to go with the Remove Assigned User Workflow Action!