Update Existing Record#

Use this mode to change fields on a document that already exists in the database.

Identifying the Document#

You must tell FlexiRule which record to update:

• Document Name: A fixed name (e.g., PROJ-001).
• Dynamic Expression: A path to the name (e.g., doc.linked_project).

Partial Updates#

Unlike “Create New”, you only need to map the fields you want to change. All other fields on the existing record will remain exactly as they are.

Example#

Scenario: When a “Task” is completed, update its parent “Project” status.

1. Target DocType: Project.
2. Document Name: doc.project.
3. Field Mapping:
   • status ← 'In Progress'