Record Actions

Add Record

Add a record to a table. Two ways:

Entering the Values Manually

JSON Format

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 according to the JSON format.

Parameter	Description
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: `[ { “name”: “record 1” }, { “name”: “record 2” } ]`

Update Records (In Bulk)

This action enables you to update multiple records at once in either a Case Management Observable Table or a Case Management Custom Table.

Parameter	Description
Table	The Case Management Observable Table or Case Management Custom Table where you want to update multiple records.
Records	A `JSON` array of the records to update. Each object must include the record `id` and the fields you want to update. All records in the array should follow the same structure and include the same set of columns.

Please Note:

All records in the array must follow the same structure and include the same set of columns.
Only Observables and Case Management custom tables can be updated.
Reference and Files field types are not allowed for updates.
The Records input is limited to 1,000 items per operation.

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.

Update File Column

The ‘Update File Column’ action allows you to update or replace the file stored in a case management table’s file column.

Parameter	Description
Table Name	The name of the table containing the record you want to update.
Record ID	The ID of the record to update.
File Column	The name of the file column to update.
File Identifier	The identifier of the file to store. Leave empty to clear the file column.

Case Management

Automated Case Management

Case Management Interface

Agent Blink

Triggers & Actions

Case Management Settings

Add Record

Entering the Values Manually

JSON Format

Entering the Values Manually

JSON Format

Update Records (In Bulk)

Delete Records

Link Reference To Record

Unlink Reference From Record

Update File Column

​Add Record

Entering the Values Manually

JSON Format

​Entering the Values Manually

​JSON Format

​Update Records (In Bulk)

​Delete Records

​Link Reference To Record

​Unlink Reference From Record

​Update File Column

Add Record

Entering the Values Manually

JSON Format

Update Records (In Bulk)

Delete Records

Link Reference To Record

Unlink Reference From Record

Update File Column