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:
Select a corresponding option on the workflow action type selecting form.
In the General
section of the form enter the action Name
and write a description in the Notes
field if needed.
In the Record(s) to update
dropdown you can choose what record should be updated.
By default, the Current Record
option is chosen. But if there are reference columns or RecordSet columns created in the table, one of them also can be selected in the dropdown. In this case the action will update a record or records which Id (Ids) are kept in the Reference column or in the RecordSet column.
TeamDesk allows cascading execution of record change triggers. It is controlled via the Execute Triggers
option of the action. If the action should activate other record change triggers, choose the Yes
option, otherwise the No
option is selected.
Save changes.
Once the action is created, click the New
button in the Assignments
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 on 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. |
You can add many assignments to one action. For example, the next assignment has to make the CallBack column unchecked.
As the 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 info regarding to the last 100 calls of the action.