Look up and update multiple records as a single step. Using this step removes the need to separately look up a list of records and then process the list with a Script step. Set field values with a template or add and configure them using data pills.

Roles and availability

Available as an Workflow Studio action step. Users with the action_designer role can create a custom action with one or more action steps.

Fields

FieldDescription
Table Select the table containing the records to look up and update.
Conditions Define the filter conditions used to look up records.
Field Values

Set static or dynamic values of fields in the record. For example, to set the short description to a static value, select Short description and set the desired value.

To add dynamic values, see Create a template value input.

Important: The system does not support updating multiple journal fields such as the additional comments or work notes of a task record.
Order by Select the field that you want to use to sort the records when more than one record matches the defined conditions.
Sort Type Determine whether to sort the records alphabetically in ascending or descending order.
Run Business Rules and Workflow Determine whether to call any business rules and workflows associated with the table.
Update System Fields Select if you want to automatically update system fields such as Updated by.
Don't fail on error Specify whether to continue running the flow when there is an error.

Action error evaluation

If this step fails
Data type: Choice

Option to continue running the next step or go to error evaluation. To use the step status code or message for a custom action error condition, see Action error evaluation.

Example

Example Update Multiple Records step.

Outputs

Field Description Data Type
Count Number of records updated. If no records are updated, the count is 0. Integer
Error Message Message that is displayed if the step produces an error. String
Status The completion status of the step as a numeric value.
  • 0 (success)
  • 1 (error)
 Choice