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.
Generalsection of the form, enter the action
Nameand write a description in the
Notesfield if needed.
Record(s) to updatedropdown, choose which record should be updated.
By default, the
Current Recordoption 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 Triggersoption of the action. If the action should activate other record change triggers, choose the
Yesoption; otherwise, select the
Save the changes.
Once the action is created, click the
Newbutton in the
Use the following form to create a formula that will be used for record updating:
- From …
- In the
From Clientfield, enter the formula used to create a value that will be later inserted into a predefined record field.
- To …
- From the
To Clientlist, select the field (column) to which the
From Clientvalue 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.