When building an Automation, you may choose the "Update record" action to update a single record. When the automation runs successfully, one record will be updated in a specified table. The "Update record" action can be configured with one or more fields set to any text or to a value from a previous step or both.
Setup
To start creating an automation, click on “Automations” in the upper right corner of your screen. Then, click “Create an automation” to begin the setup process. For this example, we will be setting up an automation using the Product launch template that assigns any new record created in the "Feature" table with the status "Not started".
Choose a trigger
Next, choose a trigger that will kickoff this automation, such as "When a record is created". In our example, anytime a new record is created in the "Features" table this automation will be triggered.
Add an action
After testing the trigger successfully, click the "Add action" button and select the "Update record" action.
In our example, anytime a new record is created in the "Features" table we want to update the {Feature Status} field of that record with the value "Not started".
To do that, select the table (in our case, the "Features" table) where the record should be updated. We then need to input the record ID of the record we'd like to update. For our example, we selected the record we'll be updating when we created our initial trigger step (the new record being created in the "Features" table). For this step, make sure you only insert the Record ID.
NOTE
The "Update record" action requires a single
record ID to know which record it will be updating. If you are creating an automation to dynamically update a record you will need to make sure that either the automation's trigger, or a previous step's action, returns the record you'd like to update. You can then utilize a previous step's returned record's ID in your "Update record" action step.
Next, choose the field to be updated. In the example below we selected the {Feature Status} field and entered the value "Not started".
You can add any number of other fields to update by clicking the "Choose field" button.
NOTE
You can use the action step to update records in
any table within your base. You can also add multiple actions to update records across multiple tables.
Test and turn on the automation
After adding the desired information for the action step make sure to click "Run test" to make sure the action is working correctly. If the test is successful you can turn your automation on. Now, anytime a record is created the automation will update the record with the field values we prescribed.
TIP
Check out
this automation guide if you'd like to see the "Update Record" action in a workflow. If you'd like to see an example of using "Update Record" in a multistep workflow (coupled with the "Find Record" action)
check out this guide on linking existing records.
FAQ
Can the "Update record" action update multiple records at once?
The "Update record" action does not support updating multiple records within one step. Currently, "Update record" updates a single record identified by the input record's ID. If the pervious automation step, or trigger, attempts to pass multiple record ID's into the "Update record" action the step will fail with an error. If you are looking to update multiple records at once, we recommend checking out the Batch Update App or explore writing a custom script using the Scripting App.