Update Record Event
The Update Record Event allows modifying existing records by selecting a source record and updating its fields. Users can update records using dynamic windows or static windows, with auto-filled previous data that can be modified as needed.
Overview
This event enables users to:
- Select a record source from a menu & window (dynamic window) or source table (static window).
- Fetch the source record from the selected window/table.
- Auto-fill fields with previous data, allowing modifications.
- Use flexible data sources for updating each field.
Configuring an Update Record Event
1️⃣ Select Window or Table
- Title & Description – Define the event.
- Choose Record Source:
- Dynamic Window – Select Menu and Window.
- Static Window – Select the Source Table.
📌 Outcome: Identifies where the record to be updated is stored.
2️⃣ Select Source Record
- Source Record Selection:
- Fetch record dynamically using data from a previous node.
- Use a fixed (constant) record from the table or window.
📌 Outcome: Determines which record will be updated.
3️⃣ Define Update Method
- Auto-Fill Fields – All fields are prefilled with existing data.
- Modify Data – Users can edit any field before updating.
- Set Data Sources for each field:
- Static (fixed values)
- Variable-based
- Carried from a previous node
- User-provided
📌 Outcome: Controls how data is updated in the selected record.
4️⃣ Save & Trigger Update
- Save Configuration – Finalize the setup.
- Trigger Event – Ensure the update conditions are met.
- Validate Record – Check if the record reflects the updates.
📌 Outcome: The system updates the selected record with the new data.
Summary
The Update Record Event simplifies modifying existing records by allowing dynamic or static record selection, auto-filled data, and flexible update methods. Users can retrieve, modify, and update records efficiently, ensuring consistency across the system.