# Workflow Action - Update an Associated Record for Contact

> TABLE OF CONTENTS Overview Action Name Action Description Action Details Example: Tracking Remaining Slots for a Trip Overview The Update an Associated…

- Source: https://docs.ghlcustomercare.com/docs/workflows/custom-object-workflow-actions/workflow-action-update-an-associated-record-for-contact
- Section: Workflows / Custom Object Workflow Actions
- Reading time: 2 min
- Images: 1, each explained below

---
**TABLE OF CONTENTS**

-   [Overview](#overview)
-   [Action Name](#action-name)
-   [Action Description](#action-description)
-   [Action Details](#action-details)
-   [Example: Tracking Remaining Slots for a Trip](#example-tracking-remaining-slots-for-a-trip)

### **Overview**

The **Update an Associated Record** action allows users to modify specific fields of a custom object associated with a contact. This ensures that key information remains accurate and up-to-date without manual intervention.

---

### **Action Name**

**Update Associated Record for Contact**

---

### **Action Description**

![Action Description (image 1 of 1)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155041053104/original/i1jCeUn69LXyTgcgnRKn9rEdCkggGSm_tw.png)

**Action Description (image 1 of 1)**

This screenshot appears in the "Action Description" section of "Workflow Action - Update an Associated Record for Contact". The text alongside this image reads: Update Associated Record for Contact. For context, this section explains: This action enables users to update existing custom object records that are associated with a contact. The update can apply to one or multiple records, depending on the association label selected. Immediately after, the guide continues: This action enables users to update existing custom object records that are associated with a contact. The update can apply to one or multiple records, depending on the association label selected.
- What this covers: Update Associated Record for Contact
- Next: This action enables users to update existing custom object records that are associated with a contact. The update can apply to one or multiple records, depending on the association label selected.

This action enables users to update existing custom object records that are associated with a contact. The update can apply to one or multiple records, depending on the [association label selected](https://docs.ghlcustomercare.com/docs/crm/associations/associations-between-opportunities-companies-custom-objects).

---

### **Action Details**

-   This action is possible only after creating custom objects in the subaccount and creating an association label between at least one of those objects and contacts.
-   Updates one or more fields within the selected records.
-   Uses **[association labels to determine which records should be updated](https://docs.ghlcustomercare.com/docs/crm/associations/associations-between-opportunities-companies-custom-objects)** - the user can also choose to update all associated records by selecting "All associated records".
-   Users can also use custom value and custom fields - merge fields to add the information to the object record

---

### **Example: Tracking Remaining Slots for a Trip**

A home appliance company sells products with warranties, and each product has a **Warranty** custom object to track:

-   **Warranty Start Date**
-   **Warranty Expiry Date**
-   **Service History**

When a product is purchased, the **Warranty Start Date** should be set automatically, and when a warranty claim is made, the **Service History** field should be updated.

#### **Example Setup** (For updating warranty information after a service request)

1.  **Object to Update** → Warranty
2.  **Association Label** → Purchased Product
3.  **Fields to Update:**
    -   **Service History** → Append service details
    -   **Last Service Date** → Set to today’s date

#### **How It Works**

-   When a product is purchased, the **Warranty Start Date** is set via the **Create an Associated Record** action.
-   If a customer submits a service request, the workflow triggers an **Update Associated Record**action:
    -   The **Service History** field is updated with details of the service performed.
    -   The **Last Service Date** is set to today’s date.

This helps the company maintain an updated service record for each product, ensuring smooth warranty tracking and claims processing.

---

Documentation for GHL Customer Care. Support: support@ghlcustomercare.com