Automation: Update Dataset or Records Using Data Table
Last Updated: March 11, 2021
The Update Dataset or Records Using Data Table action is helpful for when you need to update a record through the data in a data grid.
You need to create a data table or a record table where you want to do the update.
Example:
We have a table that will count the current number of stock, and will update the count after some stocks have been transferred to a different site.
We need to create a form that will update the table above.
- Transfer From
- Product Name
- Product Description
- Number of Stock
- Transfer To
- Stock to Transfer
1. RULE TRIGGERS:
- On Status Assigned
2. CONFIGURATION
- RULES (Configure your own rules)
- ACTION (Update Dataset or Records Using Data Table)
Dataset or Records: refers to the table in your dataset / record.
DATA TABLE MAPPING
This is used to map the form controls in the form builder to the columns of the table. The fields in the form mapping should always match the fields in the Dataset Column. Then select what operation (Add, Subtract, Replace) would take place in the defined fields. The key serves as the unique identifier of the record, to identify which row will you replace, add, or subtract from.
From the table above, the number of stock in Makati site is '400', and '55' in Pasig site.
You will notice that the number of stocks in Makati site have decreased by 8, and the number of stocks in Pasig site have increased by 8.
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 Using Data Table action is helpful for when you need to update a record through the data in a data grid.
PREREQUISITE
You need to create a data table or a record table where you want to do the update.
Example:
We have a table that will count the current number of stock, and will update the count after some stocks have been transferred to a different site.
CREATE A FORM
We need to create a form that will update the table above.
- Transfer From
- Product Name
- Product Description
- Number of Stock
- Transfer To
- Stock to Transfer
CONFIGURING THE AUTOMATION
1. RULE TRIGGERS:
- On Status Assigned
2. CONFIGURATION
- RULES (Configure your own rules)
- ACTION (Update Dataset or Records Using Data Table)
Dataset or Records: refers to the table in your dataset / record.
DATA TABLE MAPPING
This is used to map the form controls in the form builder to the columns of the table. The fields in the form mapping should always match the fields in the Dataset Column. Then select what operation (Add, Subtract, Replace) would take place in the defined fields. The key serves as the unique identifier of the record, to identify which row will you replace, add, or subtract from.
SUBMIT A TICKET
From the table above, the number of stock in Makati site is '400', and '55' in Pasig site.
UPDATED DATA ENTRY
You will notice that the number of stocks in Makati site have decreased by 8, and the number of stocks in Pasig site have increased by 8.
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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