Set Alternate Record is used to add another Record into the current workflow context

The Set Alternate Record is an advanced action type. Misuse could cause data loss or unwanted changes so be careful how you use it.


Options


    • Switch To - Specify the ID of the Alternate Record for the workflow engine to load. Whichever Record is found with that ID will become the Alternate Record in workflow so all actions take in workflow fr the "alternate" Record will then be performed against that Record.


Alternate Records are not the Records being actively worked on in Workflow, but are available to pull data from using the [<FIELDNAME>] syntax instead of the [FIELDNAME] syntax. This allows you to have access to 2 records at the same time more efficiently when doing many actions. WIthout this you may need to search up the second Record in each other action to use it.


The alternate Record will only be available in the current sequence of actions. Once the workflow moves on to another step or completes the current sequence of actions, the alternate Record is cleared. For instance, if you set the Alternate Record in a Button click, it will no longer be available in the Completion Actions of the trigger.Likewise, if you set the Alternate Record in Completion Actions of one trigger it will not be available in the next trigger.


Set the ID to blank or zero (0) to remove the Alternate Record from the workflow context.



All fields can all contain static values or variables.