Workflow action > Update triggered record
The update triggered record action will allow you to update the record that invoked the workflow's initial triggering event. Picking up at Step 8 Action details of editing a workflow action, complete the following steps to configure this action you will complete the steps below. Then return back to Step 8 and continue through the rest of the steps to complete the workflow action configuration.
Action details
In this section, you will specify the fields of the record that to be modified during this action. Follow the steps below to specify the fields to modify and what value should be placed inside each field.
Below are all of the options you will encounter in this section when using the action event: Update triggered record:
| Options | Description | Visual |
| +Add field |
Use this selector to choose the fields to be updated during the action. You will get to choose from any directly editable field in that tab that triggered the workflow. As you select a field, it will appear below for you to configure that fields specification. All remaining options below are available for EACH FIELD you select using this function. |
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| Field value: Manual selection | You can manually specify the value that should appear in the field. The options available will match those you would see when interacting with the field directly in the user interface.
For example, if the field is a select list, the dropdown will show the available choices. In this case, you might set the invoice status for the service visit to "Ready for review" once this action is triggered. |
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| Field value: Javascript function | This option can only be used by GraceBlocks employees but when used, it will be shown in read-only format here. This option allows for essentially anything to be specified using mathematical calculations, concatenation, conditional logic. If you need something to be specified, you can submit a request to support@graceblocks.com detailing your request and we will work with you to implement your request. You will be able to view but not edit any javascript that appears. |
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| Field value: Field selection | You can specify a field mapping by selecting the field it from a dropdown list. This list includes fields from other tabs involved in the workflow that have compatible properties.
For example, imagine you're generating invoices for service visits. One of the workflow actions creates an invoice and sets the invoice date. If you want this same date to be recorded on the original service record, you can do so by selecting the invoice date from the dropdown to map it to the field of the same name on the Service Visits Tab. This works because both fields are date fields, and the invoice date was set in a previous step in the workflow. As a result, it's now available for selection as the value for the date field on the service record. |
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| Field: Required toggle option | If you mark field as mandatory by activating the required field toggle, the entire workflow action will not execute unless this value is present. If the field is empty, the workflow will stop at this point and won’t proceed to the next action. In this case, GraceBlocks users will need to correct what is missing and retrigger the workflow once the required value is provided.
For example, if you’re generating new invoices and the quantity field is mandatory, the workflow will fail if the quantity is left blank. This prevents incomplete data from being processed and ensures all necessary information is included before continuing. This safeguard option helps maintain data accuracy and consistency throughout the workflow. |
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| Field: Remove option | To remove a field from the workflow configuration, click the red "x" icon next to the field. This will delete the field from the workflow action setup. |  |
Action conditions
In the action conditions section, add additional criteria that must be met for this action to be taken. In the example below, the customer is choosing that Self Service Accounts should not have this action applied that would put the invoice at a status of "ready for review" once the invoice is created. Perhaps they need to go to a different status based on the nature of how they treat these types of accounts.
To set the conditions for your action follow the steps outlined below:
| Step | Description | Visual |
| 1 | Select the source of the criteria you want to apply. You can select to apply filter criteria from the original trigger or prior workflow action in the path to this action. The value must exist upon completion of that trigger or action for it be able to be applied. |
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| 2 | Click the Manage field conditions button. |
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| 3 | Click the + Add field condition button and select the criteria fields you want to use. The fields selected will be added to the panel so you can set each field's criteria. |
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| 4 | Enter the filter value(s) for each field you select. |
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| 5 | Confirm the filter operator to be used for each field. |
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| 6 | Click Save. |
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