Update Record activity

An activity that changes one or more records in a database table.


Update Record activity

Configure the Update Record activity

To configure the Update Record activity, do the procedure in this topic.

Examples

Good to Know

  • In most text fields, you can use process data variables as an alternative to literal data values.
  • You can configure whether this activity waits for other activities before it runs.

    For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?

  • Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, go to the Activity Library, and open the Database Database icon tab.
      2. On the Database Database icon tab, drag the Update Record Update Record icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

Procedure

  1. Complete the fields on the General Configuration screen.

    For more information, refer to Configure General Options for a Database activity..

  2. Click Update Record Update Record icon.
  3. Configure Update Record screen.

    For more information, refer to Change Database Records in a Database.

  4. (Optional) Click Advanced Advanced icon > E-mail Notifications E-mail Notifications icon.

    For more information, refer to Configure E-mail Notifications for Any Activity.

General Configuration

Specifies the basic settings for the Update Record activity.

Figure: General Configuration screen

General Configuration screen

Fields

Field Name Definition

Display Name
Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description
Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Database Type
Function:
Specifies the type of database to be used.
Accepted Values:
  • SQL Server
  • MySQL
  • Oracle
Default Value:
SQL Server

Connection Timeout (Seconds)
Function:
Specifies the number of seconds permitted to complete an action before the connection stops.
Accepted Values:
An integer, representing a number of seconds.
Default Value:
600
Accepts Process Data Variables:
No

Update Record

Specifies where and how to change the database records in the database.

Figure: Update Record screen

Update Record screen

Fields

Field Name Definition

Database
Function:
Specifies the access token that connects to your database.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Process Data Variables:
No
Example:
Refer to:

Add Token Add Token icon
Opens this Screen:
Access Token for Database
Function of this Screen:
Configure an access token to connect to a database..
Example:
Refer to:

Schema
Function:
Specifies your database schema.
Accepted Values:
A schema name from the list.

When you select a database, the schemas associated with the database show in this field.

Default Value:
None

Table Name
Function:
Specifies the name of the database table where this activity puts the record.
Accepted Values:
A valid database table name.
Default Value:
None
Accepts Process Data Variables:
No
Example:
TblInvoice

Include Synonyms in the list Include Synonyms in the list icon
Function:
Specifies whether to show the synonyms that exist in the database in the Table Name list.
Accepted Values:
  • Selected - Shows the synonyms in the Table Name list.
  • Deselected - Does not show the synonyms in the Table Name list.
Default Value:
None

Condition (SQL Formula)
Function:
The SQL WHERE clause that tells which database records to change.
Accepted Values:
A valid SQL WHERE clause.
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
InvoiceNumber <= 3452

Column Name
Function:
Specifies the name of the database column.
Accepted Values:
A valid database column name.
Default Value:
None
Accepts Process Data Variables:
No
Example:
CustomerName

Filter Filter icon
Function:
Shows the items in the list based on the values you enter.
  1. Click Filter Filter icon.
  2. On the filter screen, select your operator.
  3. Enter the values to show in your list.
Accepted Values:
  • Is equal to
  • Is not equal to
  • Starts with
  • Contains
  • Does not contain
  • Ends with
Default Value:
Is equal to

Column Value
Function:
Specifies an XPath to a single node within the specified repeating schema element.
Accepted Values:
A valid XPath.
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
${/pd:AgilePoint/pd:Products/pd:ComponentName}

Create Create icon
Function:
Creates a row to add a process data variable, value, and event.

Delete Delete icon

Function:
Deletes the selected item.
Example:
Refer to: