Update Existing Record#

Use Update Existing Record mode to change field values on records that already exist in the database.

1. Identifying Target Record#

In the configuration panel, specify which record to update:

• Target Record: Choose a record variable retrieved from a Query Records block (e.g., @vars.target_project).
• DocType + Document Name: Select the target DocType and pick the document name field using the Smart Value Selector (e.g., @doc.linked_project).

2. Partial Field Updates#

Unlike creating a new record, you only need to map the specific fields you want to change. All unmapped fields on the target record remain unchanged.

3. Practical Example#

Scenario: Update Project Status when a Task is Completed#

1. Add an Update Record block and set Operation to Update Existing.
2. Target DocType: Select Project.
3. Document Name: Select Project (@doc.project) using the Smart Value Selector.
4. Field Mapping:
   • Status ← "In Progress"