Last Updated: January 21, 2021

You can use the Write to Dataset action if you want to update a specific column in a dataset or a record entry whenever a ticket is submitted.

PREREQUISITE

Example:

You need to have a table that tracks the number of vacation leaves of an employee, and we want it to decrease whenever a ticket is submitted.



CREATE A FORM

We need to create a form that will update the table above.

- Employee Name
- Date of Leave
- No. of Days



CONFIGURING THE AUTOMATION

1. RULE TRIGGERS:

- On Status Assigned

2. CONFIGURATION

- RULES (Configure your own rules)
- ACTION (Write to Dataset)

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.
Key Column Name: refers to the unique identifier of a specific record in the dataset / record.
Operation: refers to the transaction type the user want to do with the defined Column Name (Add, Subtract, Replace).
Identifier: Can come from a different source (Assigned To, Created By, Ticket ID, FromForm and Input).
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.



SUBMIT A TICKET



Since the Employee Name is what we define as the Key Column Name and Identifier, the data entered in the form which has the same data in the table, will be the base which specific data under the Column Name in the table (Vacation Leave) would be updated.

UPDATED DATA ENTRY



The value that 'Melissa Perez' entered in the No. of Days was subtracted from the value in the Vacation Leave column in the table.

RELATED ARTICLE(S):
Configuring the Automation Layer

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