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- Update Record Action in a Smart Flow allows you to modify existing records based on specific conditions.
Topics covered:
How to Configure Update Record Action
While setting up a Smart Flow, select Update Record Action.
Once selected, you’ll need to configure the following details for the Update Record Action:Name: Provide a descriptive name for this action to easily identify its purpose.
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Description: Offer a brief explanation of what this action will accomplish and why it’s needed in the flow.
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Choose the record and update method: Select the specific record to update and decide whether to update it using a form or predefined variables.
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Set field values for the record: Define which fields in the record should be updated and provide the new values.Once the configuration is completed, hit Save.
Practical Example
- The Update Record action can be used to assign tickets or tasks based on their content, such as a Sales ticket or Support ticket. It updates the ticket to the relevant team owner or team member accordingly.
