The Update Data Table action allows adding, updating, and deleting rows in existing data tables in AUTTO. This article discusses the Update Data Table action in more detail.
Table of Contents
- Understanding the Update Data Table Action
- Setting Up the Update Data Table Action
- How an Update Data Table Action Appears in the User Application
- Related Articles
Understanding the Update Data Table Action
Using the Update Data Table action, you can use square bracket information in a workflow to update a record within a designated data table.
With an Update Data Table action, you choose how to use the square bracket information, e.g. add a new row, update an existing row, or delete an existing row, from a data table.
The Update Data Table action works on data tables only - it cannot be used to update temporary tables set up using Table and Table Upload questions in workflows.
Moreover, the Update Data Table action will only work if the square bracket used to add or update is of the same data type. For example, only Email square brackets can be inserted into an Email column in a data table. For File columns, only a File square bracket is applicable.
In the case of Value columns, the Update Data Table action will only work if the values in the square brackets are the same as those in the Value columns. For example, the Value column will not be updated if the Update Data Table Action is trying to update a Column in the data table with the value "X" but the range of values in the column is defined as "A" or "B" or "C". In this case, the update will fail validation. You have to go back and ensure that the value is "A" or "B" or "C" and run the update again.
To Set Up an Update Data Table Action
An Update Data Table action is used anytime you want to update a record in an existing table based on prior inputs in a workflow.
To set up an Update Data Table Action:
- Drag an Update Data Table action to the canvas of the Workflow Editor, and connect it to the prior action in the workflow.
- Position your cursor over the action, then click the Edit icon when it appears. Depending on the action you want to perform next, see the appropriate sections below: Add, Update, or Delete.
NOTE: The Update Data Table Action is one of several Actions in AUTTO that have a Run for Table option, which allows you to use it against every record in an existing table and enter the results into a new table. Using square brackets, you can then use the new table later on in the workflow. For more information, see Getting Started with Run for Table.
To Add a Record to an Existing Data Table
- On the Action Editor, select Add new row.
- Select the data table that will be updated by the action, then click the Update button to the right.
- On the New Row Inputs section, enter the names of the square brackets that have been set up in prior actions. These square brackets correspond to the columns in the data table specified in Step 2.
NOTE: Make sure that the square bracket is of the same data type as the data table column.
- Click the x button on the top-left to save your changes and close the Action Editor.
NOTE: The Update Data Table Action is one of several Actions in AUTTO that have a Run for Table option, which allows you to use it against every record in an existing table and enter the results into a new table. Using square brackets, you can then use the new table later on in the workflow. For more information, see Getting Started with Run for Table.
To Update a Record in an Existing Data Table
- On the Action Editor, select Update existing row.
- Select the data table that will be updated by the action, then click the Update button to the right.
- Set the conditions for finding the row that will be updated with the new data.
- On the Update Row Inputs section, enter the name/s of the square bracket/s set up in prior actions. These square brackets will be used to update the corresponding columns in the data table specified in Step 2.
NOTE: Make sure that the square bracket is of the same data type as the data table column.
- Click the x button on the top-left to save your changes and close the Action Editor.
To Delete a Record from an Existing Data Table
- On the Action Editor, select Delete existing row.
- Select the data table that will be updated by the action, then click the Update button to the right.
- Set the conditions for finding the row that will be deleted from the table.
- Click the x button on the top-left to save your changes and close the Action Editor.
How an Update Data Table Action Appears in the User Application
The Update Data Table action does not appear in the User Application.
After adding an Update Data Table action to your workflow, you will need to set up one or more Form actions or other ways of creating the information, such as a Calculator Action. The data entered into these Form or other actions are then saved into square brackets. The Update Data Table action gets the data from the square brackets, then uses them to update the specified data table.
Check if records are being inserted, updated, or removed from the data table after performing a workflow with an Update Data Table action. If not, double-check the workflow and see if the Update Data Table action is set up correctly.
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