Update Entity Record

The Update Entity Record workflow action allows you to modify an existing record in a specified entity using data provided through workflow variables. This action is useful for updating records based on workflow logic and data.

Key Configuration Fields

• Name

  • Enter a unique name for this workflow action.

  • Validation Rules:

    1. The name must be unique.

    2. The name length must be between 2 and 100 characters.

    3. The name cannot be empty.

    4. The name cannot include special characters, or spaces, or start with a numeric character.

• Variables

  • Select from a list of all variables of type Entity available in the workflow context.

  • Validation Rules:

    1. The variable field cannot be empty.

    2. The variable cannot be changed once the action is referenced in subsequent steps.

• Record ID (Optional)

  • Specify the ID of the record you wish to update.

  • The update operation will use the record ID provided through the selected variable if the Record ID is not provided.

  • Validation Rules:

    1. The Record ID must be valid if provided.

    2. If the variable provides the Record ID, this field can be left empty.

• Continue on Error (Optional)

  • A toggle allowing the workflow to continue even if an error occurs while updating the entity record. When set to True, the workflow will bypass the error and proceed without pausing.

Behavior After Configuration

Upon submission, the system updates the specified record in the selected entity using the data from the provided variable or the Record ID. The properties of the updated record are put into the workflow context, making them available for use in subsequent workflow actions.

Editing the Update Entity Record

• Fields

  • Always Disabled: Name field

  • Always Editable: Description field, Record ID field, Continue on Error toggle

  • Disabled Once Used or Referenced in Another Workflow Action: Variable field