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Record Actions

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.

ParameterDescription
Table NameThe Name of the table.
RecordData of the Record.
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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.

ParameterDescription
Table NameThe Name of the table.
RecordData of the Record.
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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.

ParameterDescription
Table NameThe Name of the table.
Record IDThe ID of the Record to update.
RecordData of the Record.
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Delete Records

This action Deletes a Record(s) from a Case Management table that match a specified condition.

ParameterDescription
Delete Record(s) ByThe date type to delete the records by: By ID or By Condition.
Table NameThe Name of the table.
Record ID(s)A comma separated list of the record ID(s) to delete.
ConditionThe condition criteria for deleting records that meet the conditions.

Links a table record with reference column to a record.

ParameterDescription
Table NameThe name of the table from which the record will be linked to another record.
Record To LinkThe ID of the record to be linked to another record.
Linking Column NameThe column within the table that serves as the linking mechanism between the two tables.
Linked RecordThe record in the target table that will be linked to the specified record from the table.
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Unlinks a table record with reference column from a record.

ParameterDescription
Table NameThe name of the table from which the record will be unlinked from another record.
Record To UnlinkThe ID of the record to be unlinked from another record.
Linking Column NameThe column within the table that serves as the linking mechanism between the two tables.
Linked RecordThe record in the target table that will be unlinked from the specified record from the table.
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