Update Record

The Update Record workflow action triggers changes in predefined fields. For example, when a user enters a certain value into one field, a value in another field is changed or filled automatically. To create this type of action, follow these steps:

1. Select the corresponding option on the workflow action type selection form.

2. In the General section of the form, enter the action Name and write a description in the Notes field if needed.

   

3. In the Record(s) to update dropdown, choose which record(s) should be updated. The following options are available:

   • Current Record - The action will update the current record. This is the default option.
   • Parent References - The action will update the record referred to by the selected Single Reference column.
   • Record Sets - The action will update the records whose IDs are returned by the selected RecordSet column.

   

4. TeamDesk allows cascading execution of record change triggers, controlled via the Execute Triggers option of the action. If the action should activate other record change triggers, choose the Yes option; otherwise, select the No option.

5. Save the changes.

6. Once the action is created, click the New button in the Assignments section:

   

7. Use the following form to create a formula that will be used for record updating:

   

   From …

   In the From Client field, enter the formula used to create a value that will be later inserted into a predefined record field.

   To …

   From the To Client list, select the field (column) to which the From Client value should be inserted.

8. You can add many assignments to one action. For example, the next assignment can make the CallBack column unchecked.

   

As a result, the created "CallBack Log & CallBack checkbox Update" workflow action comprises two assignments.

Below the action form, you can find the Log keeping the detailed information regarding the last 100 calls of the action.