Workflow Trigger: DB Upsert

A DB Upsert Workflow (Update or Insert) is a versatile automated process that executes whenever a record is created or modified within a specific data object. This is the most commonly used trigger when you want your automation to run regardless of whether the record is brand new or an existing one being edited.

Table of Contents

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

Configuring the Workflow

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, optionally, a detailed Description for the process.

2. Set the Object and Type

• Object: Select the object that will trigger the workflow.
• Type: Open the dropdown and select DB Upsert. This ensures the logic runs for both new entries and any subsequent edits to existing entries.

3. Additional Settings (Optional)

• Run as Admin: Check this if the workflow actions require elevated system-level permissions to execute.
• Active: Ensure this toggle is checked; otherwise, the trigger will remain dormant.
• Condition String: Use the Expression Builder to define specific criteria for the trigger.
• Example: [[status]] == 'Review Required' ensures the workflow only fires when the record matches this status.

Building the Logic

Upon saving, you will be directed to the Workflow Detail page. You can manage the automation steps directly from the list or via the visual interface.

• Action Management: Add actions like sending notifications or updating related tables directly from the detail page.
• Diagram View: Use the Diagram View to build more complex, multi-step branching logic (e.g., IF/ELSE paths).

Monitoring and Management

The Workflows list view provides a high-level overview of your automated processes.

• Type Visibility: The Type column clearly displays DB UPSERT to distinguish these from single-intent triggers like DB Insert or DB Update.

• Workflow Builder (Wrench Icon): Click this to enter the visual builder and update child configurations or logic.

• Parent Settings (Pencil Icon): Click this to edit the object, type, or name of the workflow.
• Events & Troubleshooting: Click into the workflow record to view the Events log. This tracks every time the “Upsert” occurred, providing details on whether the workflow succeeded or failed so you can review the logs during testing.

Support

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