Use When Adding or Modifying Records with 2 how-to topics, including selecting the trigger condition and configuring the trigger; choose a topic from the index and follow the entry path and steps.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Select the Trigger Condition | Free |
| 2 | 2. Configure the Trigger | Free |
How-to Guide
1. Select the Trigger Condition
Entry path: Upper-right area of the table → Automation → Create Blank Workflow → choose a trigger type → When Adding or Modifying Records
- Open the target database table.
- Click Automation in the upper-right area.
- Select Create Blank Workflow.
- In Step 1, under If the following happens, click Please select a trigger condition.
- Choose When Adding or Modifying Records from the trigger list.
Success Criteria
- Interface result: the current workflow shows When Adding or Modifying Records as the trigger.
- Next step available: you can continue to the trigger settings panel.
Tips While Using
- Common mistake: if you are not in the blank workflow creation page, the trigger list will not appear.
- Environment note: open an editable database table before starting.
2. Configure the Trigger
Entry path: Trigger Settings panel → Select the table where the record is located dropdown
- Open the Select the table where the record is located dropdown and choose the target table.
- In Trigger when the following field is not empty on add, or when the following field is modified, choose the target field.
- Click + Add conditions that must also be met and set the filter conditions for added or modified records.
- Click Save and Enable in the upper-right area.
Success Criteria
- Interface result: the trigger settings are saved and the workflow is enabled or saved successfully.
- Next step available: the workflow can run after a matching record is added or modified.
Tips While Using
- Common mistake: if no target field is selected, the trigger cannot be saved.
- Environment note: the fields and values in the conditions should match the field types in the target table.