Actions
Record Actions
Case Management Record Action
Add Record
Add a record to a table. Two ways:
Entering the Values Manually
This action Adds a Record to a Case Management custom table by manually entering the table field name and the table field value.
| Parameter | Description |
|---|---|
| Table Name | The Name of the table. |
| Record | Data of the Record. |
JSON Format
This action Adds a Record to a Case Management custom table a Record by entering values in JSON format according to the table’s schema.
| Parameter | Description |
|---|---|
| Table Name | The Name of the table. |
| Record | Data of the Record. |
Update Record(JSON)
This action Updates a Record on a Case Management custom table. This action only updates the record fields used in the JSON. Fields not present in the JSON will not be updated.
| Parameter | Description |
|---|---|
| Table Name | The Name of the table. |
| Record ID | The ID of the Record to update. |
| Record | Data of the Record. |
Delete Records
This action Deletes a Record(s) from a Case Management table that match a specified condition.
| Parameter | Description |
|---|---|
| Delete Record(s) By | The date type to delete the records by: By ID or By Condition. |
| Table Name | The Name of the table. |
| Record ID(s) | A comma separated list of the record ID(s) to delete. |
| Condition | The condition criteria for deleting records that meet the conditions. |
Link Reference To Record
Links a table record with reference column to a record.
| Parameter | Description |
|---|---|
| Table Name | The name of the table from which the record will be linked to another record. |
| Record To Link | The ID of the record to be linked to another record. |
| Linking Column Name | The column within the table that serves as the linking mechanism between the two tables. |
| Linked Record | The record in the target table that will be linked to the specified record from the table. |
Unlink Reference From Record
Unlinks a table record with reference column from a record.
| Parameter | Description |
|---|---|
| Table Name | The name of the table from which the record will be unlinked from another record. |
| Record To Unlink | The ID of the record to be unlinked from another record. |
| Linking Column Name | The column within the table that serves as the linking mechanism between the two tables. |
| Linked Record | The record in the target table that will be unlinked from the specified record from the table. |