Automation: Update Dataset or Records Column Value
Last Updated: January 21, 2021
The Update Dataset or Records Column Value action is helpful for when you have a specific data that needs to be updated right after it has gone through an approval process. You can use this action to update a column's value in a dataset or record entry when a ticket is submitted.
You need to create a data table or a record table where you want to update a specific column value.
Example:
We have a table that tracks the current location of a vehicle, and we want to update it whenever the location changes.
We need to create a form that will update the table above.
- Plate No.
- Vehicle
- Warehouse
- Current Location
- Destination
1. RULE TRIGGERS:
- On Status Assigned
2. CONFIGURATION
- RULES (Configure your own rules)
- ACTION (Update Dataset or Records Column Value)
Table Name: refers to the table in your dataset / record.
Column Name: refers to the column in the dataset / record where the user wants to do the update.
Operation: refers to the transaction type the user want to do with the defined Column Name (Add, Subtract, Replace).
Updated Value from form controls: refers to the fields in the form where the value you want to transact (Add, Subtract, and Replace) to the defined Column Name will come from.
KEY MAPPING
This is used to map the form controls in the form builder to the columns of the table. The fields in the key mapping should always be the unique IDs from both the form builder and dataset / record, and the unique ID from the form builder should always match the unique ID of the dataset / column.
From the table above, the current location stated is 'Makati'. Upon arriving at Bulacan, you have to update the Current Location to 'Bulacan'.
The value from the Current Location column in the table was replaced by the value entered from the Current Location field in the form.
Configuring the Automation Layer
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
The Update Dataset or Records Column Value action is helpful for when you have a specific data that needs to be updated right after it has gone through an approval process. You can use this action to update a column's value in a dataset or record entry when a ticket is submitted.
PREREQUISITE
You need to create a data table or a record table where you want to update a specific column value.
Example:
We have a table that tracks the current location of a vehicle, and we want to update it whenever the location changes.
CREATE A FORM
We need to create a form that will update the table above.
- Plate No.
- Vehicle
- Warehouse
- Current Location
- Destination
CONFIGURING THE AUTOMATION
1. RULE TRIGGERS:
- On Status Assigned
2. CONFIGURATION
- RULES (Configure your own rules)
- ACTION (Update Dataset or Records Column Value)
Table Name: refers to the table in your dataset / record.
Column Name: refers to the column in the dataset / record where the user wants to do the update.
Operation: refers to the transaction type the user want to do with the defined Column Name (Add, Subtract, Replace).
Updated Value from form controls: refers to the fields in the form where the value you want to transact (Add, Subtract, and Replace) to the defined Column Name will come from.
KEY MAPPING
This is used to map the form controls in the form builder to the columns of the table. The fields in the key mapping should always be the unique IDs from both the form builder and dataset / record, and the unique ID from the form builder should always match the unique ID of the dataset / column.
SUBMIT A TICKET
From the table above, the current location stated is 'Makati'. Upon arriving at Bulacan, you have to update the Current Location to 'Bulacan'.
UPDATED DATA ENTRY
The value from the Current Location column in the table was replaced by the value entered from the Current Location field in the form.
RELATED ARTICLE(S):
Configuring the Automation Layer
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Updated on: 20/08/2021
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