How to update a record in Workboard

Updating records with new information is where Workboard really gets to work. With the Workboard Update Record steptype, you can add a serial number to troubleshooting record, a shipping tracking number to an RMA record, or any detail on any type of Workboard record.

Title

The title appears up top in Sidekick when your team reaches this step in the flow. We recommend using this field to explain what changes are being made to the Workboard record here.

Automatically Run this Step?

Check this box to immediately update the current Workboard record as configured here in Flow Builder. If checked, you will need to fully build out this step here because your team will not be given the opportunity to make changes in Sidekick.

Allow Blank Values?

Check this box to allow blank values to be written to Workboard record. This is handy for flag fields - fields where you can mark a particular record for review or escalation -  since this field is only needed in some cases and can be left empty in most cases.

Update Parent Record? / Update Sibling Record?

Check one of these boxes if you wish to update a parent or sibling to the current Workboard record in your team's session in Sidekick. You can only check one of these boxes at a time.

Select Record Type

Use this dropdown to select the specific Workboard record type you wish to update.

Enter Values

Use this table to manage and set the values of fields on the Workboard record.

• Order
  • Use this field to set the order in which the fields will update and appear in Sidekick.
• Field
  • Use this dropdown to select the field you wish to update on the Workboard record.
• Value
  • Use this field to enter the value to be updated in the specified Workboard record field.
  • You can hard code this value, leave it blank for your team to fill, and use the ➕ button to pull in variables from your CRM ticket or case and any other systems connected to FlowEQ.
• Hide Input?
  • Check this box to make the field appear as read-only to your team in Sidekick.
• Required?
  • Check this box to make this field mandatory to your team in Sidekick.
  • If checked, your team will not be able to advance to the next step if this field is left blank.
• Add New Row
  • Click this button to add as many additional fields to update as you need.