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Query Records

  • Query Records is a Workflow Action. Which is used to fetch or retrieve the values from fields

  • Records can be fetched or retrieved from

    • Object

    • Model

    • Variable

Query Records Creation

  • Go to the Workflow tab

  • Click the + icon

    • A new blank workflow screen opens

      • Give a name to workflow

      • Select a type of workflow

      • Click on Save

...

  • Drag and drop the Query Records

...

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  • Click On Save

  • Return to the Layout Page

...

Create Records

  • Create records is a workflow action that is used to create a record

  • Records can be created from the following source

    • Object

    • Variable

    • Model

  • You can create a single or multi-record

Create Records Creation

  • Go to the Workflow tab

  • Click the + icon

    • A new blank workflow screen opens

      • Give a name to workflow

      • Select a type of workflow

      • Click on Save

...

  • Drag and drop the Create Records

...

  • Click On Save

  • Return to the Layout Page

...

Update Records

  • Update records used to update the existing records.

  • You can update existing records from the following source

    • Object

    • Variable

    • Model

  • You can update a single or multi-record

Update Records Creation

  • Go to the Workflow tab

  • Click the + icon

    • A new blank workflow screen opens

      • Give a name to workflow

      • Select a type of workflow

      • Click on Save

...

  • Drag and drop the Update Records

...

  • Provide a field name in the Key Field

...

  • Click On Save

  • Return to the Layout Page

...

Delete Records

  • Delete Records used to delete the existing records

  • You can delete records from the following source

    • Object

    • Variable

    • Model

  • You can delete a single or multi-record

Delete Records Creation

  • Go to the Workflow tab

  • Click the + icon

    • A new blank workflow screen opens

      • Give a name to workflow

      • Select a type of workflow

      • Click on Save

...

  • Drag and drop the Delete Records

...

  • Provide a field name in the Key Field

...

  • Click On Save

  • Return to the Layout Page

...