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Using Tables in Workflows

Table Actions

Tables can be manipulated using workflow actions. The Table related actions are listed under the Tables collection in the actions explorer.

Add a Record

There are two ways to Add a Record to a table

Add a record to a table by manually entering the table field name and the table field value.

ParameterDescription
TableThe name of the table.
RecordData of record, manually enter the field name and field value.
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Create or Update Record

There are two ways to Create or Update a Record in a table.

Create or Update an entire Record in a table by selecting the entire record option.

ParameterDescription
TableThe name of the table.
Create or Update ConditionSet the condition for deciding weather to create or update the selected record.
Record Data FormatEntire Record
RecordThe value of the record you want to create or update
note

Please note that if you leave any fields empty in the Create or Update Record action, the existing values in the table will remain unchanged.

info

In the below example, the Number record field is updated.

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Get a Record

There are three different ways to Get record(s) from a table

Get a Record from a table by using a condition. All records that match the condition will be returned.

ParameterDescription
Query MethodThe query method to get records
TableThe table you want to get records from.
FieldsTable Fields.
ConditionCondition that compares two table field values.
Output FormatThe format of the output the records are returned- Table, JSON or CSV .
Limit (optional)Limit the amount of records returned by the query.
Offset (optional)Choose the offset from the data to start querying the table from.
Order By (optional)Choose what field to order the results by.
Sort (optional)Sort the records by ascending or descending order.
Include Query Metadata In Output (optional)Check the box to include Query Metadata in the Output.
All Pages (optional)Check the box to return all data in the table(this setting invalidates the Limit and Offset fields.)
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Delete a Record

There are two ways to Delete a Record from a table:

Delete a record from a table by the Record ID.

ParameterDescription
Table NameThe name of the table.
Record IDThe record unique identifier. Can be obtained via the Select action.
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Create a Table

Create a table based on a schema.

Parameters:

ParameterDescription
Table NameThe name of the table.
Table SchemaThe schema of the table in JSON format.
For more information, see the Copy table schema.
SkipSkips table creation if table with the same name already exists.
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Does Table Exist

Check if a table with a given display name exists.

When using the Create Table action, and the inserted name of a Table already exists, the Create Table action will fail. In order to prevent this scenario, you are recommended to use the Does Table Exist Action before the Create Table step.

Parameters:

ParameterDescription
Table NameThe name of the table.
Search BySearch by name, display name or both. Default is display name.
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Clear a Table

Clear all table records.

Parameters:

ParameterDescription
Table NameThe name of the table.
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Delete a Table

Deletes the entire table.

Parameters:

ParameterDescription
Table NameThe name of the table.
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Copy Table Schema

For each table that was created, there is a table schema.

  1. Click the 3 dots menu of the table > Copy table scheme.
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Example of a Table Schema:

{
"fields": [
{
"display_name": "Date",
"description": "",
"type": "date",
"attributes": {
"hidden": false,
"include_time": false,
"options": [],
"required": false,
"width": 165
}
},
{
"display_name": "Action",
"description": "",
"type": "text",
"attributes": {
"hidden": false,
"options": [],
"required": false,
"width": 165
}
},
{
"display_name": "User",
"description": "",
"type": "user",
"attributes": {
"hidden": false,
"options": [],
"required": false,
"width": 165
}
}
]
}

On New Record - Event-Based Trigger

The New Table Record option is an Event-Based Trigger that executes your Workflow every time a new record is added to your table.

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note

Please note that the "Table Name" in the trigger setup must exactly match the name you assigned to your table.

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