Workflow Trigger: DB Update

A DB Update Workflow is an automated process that executes specifically when an existing record within a data object is modified. This trigger is ideal for tracking changes, maintaining audit logs, or recalculating data when specific fields are edited by a user or another system process.

Table of Contents

• Configuring the Workflow Trigger
• 1. Create the Workflow
• 2. Set the Object and Type
• 3. Additional Settings (Optional)
• Building the Logic
• Monitoring and Management
• Support

Configuring the Workflow Trigger

1. Create the Workflow

• Navigate to Automation > Workflows in the settings sidebar.
• Click the + Add New button in the top-right header of the workflows list.
• In the Add Workflow window, provide a unique Name and a detailed Description for the process.

2. Set the Object and Type

• Object: Select the database table that will trigger the workflow.
• Type: Open the dropdown and select DB Update. This ensures the logic only runs when an existing record is changed, ignoring brand-new insertions.

3. Additional Settings (Optional)

• Run as Admin: Check this if the actions following the update require elevated permissions.
• Active: Ensure this toggle is checked to enable the trigger immediately upon saving.
• Condition String: Use an Expression to target specific updates.
• Example: [[status]] == 'Completed' ensures the workflow only fires when the record is updated specifically to a completed state.

Building the Logic

After saving the parent configuration, you will land on the Workflow Detail page. You can define the automation steps here or visually via the builder.

• Action Builder: Add tasks like sending an SMS or triggering an API call directly from the detail page.
• Diagram View: Access the Diagram View to drag and drop logic components.
• Action Block: Execute a specific task.
• Field Update: Change a value in another field based on the modification.

Monitoring and Management

The Workflows list view allows you to manage all update triggers in one place.

• Type Visibility: Look for the DB UPDATE badge in the Type column to identify these workflows.
• Status: Toggle the Active switch to pause or resume automation.
• Management Icons:
• Click the wrench icon to edit child actions in the builder.
• Click the pencil icon to modify the trigger object or type.
• Events & Logs: View the Events list within the workflow details to see a history of every time the update triggered. This is your primary tool for testing—if a workflow fails, the logs will show exactly where the logic stopped.

Support

If you have any questions or need further assistance, please reach out to our support team.