Create / Update Record
The Create or Update Record action in Appverse enables users to create new records or update existing ones based on specific conditions or triggers. This action not only allows new records to be inserted within the same form but also facilitates creating records in a different destination form. Similarly, it can be used to update records in another form, ensuring seamless data synchronization across multiple forms.
Key Features
Create or Update Record work on the same principles as the other Events and actions i.e.,
they can be triggered manually or on form submission or on record update.
they can be triggered when specific conditions are met.
they can be executed synchronously or asynchronously .
Additional Configuration Parameters
The following additional configuration parameters can be provided
Update - In the Update action, you can choose between Same Record or Different Record.
If Same Record is selected, the target field of the record being processed will be updated with either a static or dynamic value.
If Different Record is selected, you can choose a Target Form, which can either be the same form or a different form, for creating or updating the record.
Target Form Mappings
Target Form - You can select a target form from the list of available forms only when the update type is Different Record.
Tip
The target form field is a non-editable field where field mappings are selected
Target Record ID field - You can select a target record ID field from the list of available fields for the selected target form only when the update type is Different Record. The Target Record ID field is used to identify the input field in the source form that contains the unique ID of the target form. In other words, it is the input field that is linked to the ID field of the target form.
Target Record Condition - The conditions configured here will be applied to the target records before updating them.
Either one of Target Record ID field or Target Record Condition can be configured
Field Mappings
Target Field - This is the target field whose value needs to be updated.
For Same Record, it refers to a field within the source form itself.
For Different Records, it refers to a field in the target form.
The target field value can be derived from one of the following sources
Source Field - A field in the source form.
Static Value - A static value entered in this field.
Dynamic value - A dynamic source that is not present in the source form. Currently, the following non-source form dynamic values are supported.
Current date String - Current date in string format
Current date formt - Current date in date format
Authenticated Username - Username of user currently logged in
Authenticated User Id - User Id of user currently logged in
Authenticated name - Name of user currently logged in
Examples
Customer Data Management: When a new customer fills out a registration form, their details are automatically stored as a new record. At the same time another contact details may be added in contact details form of CRM App.
Order Processing: When an order is shipped, the system can update the status of all the line items of the order.
Calculations
Currently, numeric or date calculations are not supported from front-end configuration. For such calculation, custom scripts have to be used.
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