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 |
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Table Name | The Name of the table. |
Record | Data of the Record. |

JSON Format
Insert a single or multiple records to a Case Management custom table.Parameter | Description |
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Table Name | The Name of the table. |
Record | Data of single or multiple records. To create multiple records, enter a JSON list representing the records. For example:
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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 |
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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 |
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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 |
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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 |
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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. |
