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:
-
Select the corresponding option on the workflow action type selection form.
-
In the
General
section of the form, enter the actionName
and write a description in theNotes
field if needed. -
In the
Record(s) to update
dropdown, choose which record should be updated.By default, the
Current Record
option is chosen. However, if there are reference columns or RecordSet columns created in the table, one of them can also be selected in the dropdown. In this case, the action will update a record or records whose IDs are kept in the Reference column or in the RecordSet column. -
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 theYes
option; otherwise, select theNo
option. -
Save the changes.
-
Once the action is created, click the
New
button in theAssignments
section: -
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 theFrom Client
value should be inserted.
-
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.