Overview: Using the Update Block

The Update block is a versatile tool that allows you to modify field values in a variety of ways.

Getting started with the Update Block

1. Click Blocks
2. Drag and drop the Update block on the canvas.

Choosing your method

1. In the Fields section, you can choose one of the following options: 
   1. Update: Select this option to update the contents of a field manually. 
   2. CleanUp: Select this option to delete the contents of a field.
   3. Coding: Select this option to update the contents of a field using Jinja code.
2. Select the field that you want to update or delete from the list.
3. Click Save.

For an in-depth guide on using the Update and Coding methods, refer to the following articles:

Using the Update option in the Update block

Using the Coding option in the Update block

Running the workflow

Complete the following steps to run the workflow.  Note that the Update block will not activate any additional workflows, even if other workflows are configured to trigger when the record is edited. 

1. Click Save and connect the blocks
2. Edit the Begin block. 
   1. From the Actions dropdown, select when your workflow is triggered. You can trigger workflows to run when a record is new, edited, archived, or at a specific time by selecting Schedule.
   2. Optional. In the Rule criteria section, add a rule to trigger the workflow. For example, the Offboarding Date is the Current Date, or the Email address is [e-mail]
   3. Click Show In List View to ensure that the correct records are targeted.
   4. Validate the workflow and Activate the workflow. The workflow is now live.

Result
When the workflow is run, the records targeted in the Begin block are updated. 

Next steps
You may wish to add more blocks to your workflow. For example:

• A Notify block to inform you of a workflow error. 
• An API block to perform a specific action such as updating a user or a ticket in an external system. 
• A Decision block to approve or reject the workflow before it updates the field values.

Related Links

API block

 Notify block

 Decision block

 Troubleshooting workflows