About Record Actions

Record actions automate background processes when users submit forms or edit Table elements inline. They enable you to update current records, modify connected records, and create new connected records based on specific conditions.

What You'll Learn

• How to create and configure record actions
• Ways to automate record updates and connections
• Methods for implementing conditional automation
• Techniques for managing multiple actions
• Best practices for action sequencing
• Solutions for common automation challenges

Core Functionality

Action Types

1. Update Current Record

• Modify the record being edited
• Set status and workflow fields
• Track user interactions
• Update timestamps

2. Update Connected Records

• Modify related records
• Update parent/child relationships
• Sync connected data
• Maintain record relationships

3. Insert Connected Records

• Create new related records
• Build record histories
• Generate audit trails
• Establish new connections

Configuration

Setting Up Actions

1. Access Form or Table settings
2. Navigate to "Actions & Rules"
3. Select "Record Actions"
4. Click "Add Rule"

Value Assignment Options

• Connected values
• Custom values
• Form inputs
• Logged-in user
• Current date/time
• User location

Conditional Triggers

• Field value changes
• Specific value matches
• Status updates
• User interactions

Implementation Examples

Common Use Cases

Technical Details

Execution Order

• Simultaneous processing for most actions
• Update actions process before formulas
• Connected record actions process after formulas
• Email notifications wait for action completion

Multiple Value Handling

• Replace existing values
• Append new values
• Remove specific values
• Maintain relationships

Best Practices

Action Structure

• Group related actions
• Use clear conditions
• Validate dependencies
• Test action sequences

Performance Optimization

• Minimize action complexity
• Use efficient conditions
• Cache common values
• Monitor execution time

Troubleshooting

Common Issues

• Connection field limitations
• Formula field dependencies
• User role assignment
• Email trigger timing

Solutions

• Verify connections
• Check field compatibility
• Validate permissions
• Test action sequences

Technical Limitations

Current Constraints

• No email delivery history in Tables
• Formula field restrictions
• Connection field requirements
• User role dependencies

Performance Considerations

• Action processing time
• Connected record updates
• Formula calculations
• Email notification delays

Related Resources

• [Form Element Guide]
• [Table Element Documentation]
• [Connection Setup]
• [Formula Configuration]

Warning: Actions that update the current record cannot use that record's formula fields to set other field values.

Note: All conditions must be met for an action to execute when multiple conditions are specified.