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.
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.
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
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!
What happens to a student record after the assigned user is removed?
Once the assigned user is removed, the student record becomes unassigned. It will remain in the system without a direct staff assignment, ready to be reassigned through other workflows or manual updates.
Can this action be combined with multiple triggers in a single workflow?
Yes, you can combine the Remove Assigned User action with multiple triggers—for example, when a class trial ends and when a student's enrollment status is updated—to create dynamic workflows that manage student assignments efficiently.
Will using this action remove the assignment history?
No, removing an assigned user does not erase the history of assignments. You can continue to track previous assignments through Enrollio’s activity logs or reporting tools.
How do I ensure this action does not interrupt other workflows?
To avoid conflicts, always test the entire workflow before publishing it. Carefully review the conditions for all triggers to ensure that the Remove Assigned User action is applied only where needed.
Can I reassign a student immediately after using the Remove Assigned User action?
Yes, you can add a follow-up action in the same workflow to reassign the student record to a new staff member using the “Assign to User” action.
