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Data Action

Description

Reference

Query Records

  • It retrieves specific data records from a database or data source based on predefined criteria or conditions.

  • In workflows, this action is used to gather information for further processing or analysis.

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For example: In a marketing campaign workflow, you might query customer records to identify those who have shown interest in a specific product category but haven’t made a purchase, enabling targeted follow-up actions.

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Create Records

  • It involves adding new data entries to a database or data repository.

  • In workflows, this is typically used to capture and store information generated during the process execution. For instance,

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For example: In a job application workflow, new applicant profiles could be created and added to the HR database when individuals submit their resumes online.

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Update Records

  • It involves modifying existing data entries in a database or data source.

  • In workflows, this action is often used to reflect changes or updates to information over time.

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For example: In a customer support workflow, you might update a support ticket's status and notes as the issue is resolved and additional details are logged.

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Delete Records

  • It involves removing data entries from a database or data repository.

  • In workflows, this action is used to eliminate outdated, redundant, or unnecessary information.

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For example: In a subscription management workflow, expired subscriptions could be deleted from the database to keep the records up-to-date and accurate.

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