Add or Update Record Stage

The Add or Update Record stage allows you to either insert a new record or update an existing record in a selected repository. You can map each field with Custom, Calculated, Variable, or For Each Repository values, depending on the field type and context.

Interface Overview

1. Select Repository

Choose the repository where the record should be added or updated.

2. Identify Record (Only for Update) (Filter)

If updating, select how to identify which record(s) to update — usually via a unique field (e.g., ID, Email) matched with a variable or For Each item.

3. Fields Mapping

Each field can be mapped using dropdowns:

Component	Description
Select Field	Choose the field in the repository to add/update.
Select Value	Choose how the field will be populated: Custom, Calculated, Variable, or For Each Repository

Field Behaviour by Type

A. Fields Supporting Custom, Variable, and For Each Repository

Field Types: - Single Line - Multi Line - Email - Checkbox - Lookup - Multiselect - Select - Attachment - User or Group - Hyperlink - Location

Behavior: - Custom → Manual input (e.g., "Raaghav")

- Variable

• An additional text field is shown to specify the variable as “${Variable:VariableName}”

• If the variable is of type record or records, use the format ${Variable:VariableName:FieldName} to access a specific field.

- For Each Repository → Select from current item fields using {item.FieldName}

B. Fields Supporting Custom, Calculated, Variable, and For Each Repository

Field Types: - Decimal - Number - Date

Behavior: - Custom → Manual number or date input - Calculated → Multiline expression editor (e.g., <TODAY><PLUS>30)

- Variable

• An additional text field is shown to specify the variable as “${Variable:VariableName}”

• If the variable is of type record or records, use the format ${Variable:VariableName:FieldName} to access a specific field.

- For Each Repository → Dropdown of current loop item fields

Example – Simple Add or Update

Field	Select Value	Result / RHS
Status	Custom	"Completed"
Interview Score	Variable	${Variable:InterviewScore}
Date of Joining	Calculated	<TODAY><PLUS> 30
Education	Variable (Record)	${Variable:CandidateRecord:Education}

Under For Each Stage

Used when you need to add or update multiple records dynamically based on a list (loop).

Add or Update Record Configuration (Inside For Each)

Step	Description
Select Repository	Choose where to add or update (e.g., Candidate)
Identify Record	Match via Email, ID, etc.
Field Mapping	Define values using Custom, Variable, Calculated, or For Each Repository

Example:

Loop through interview results in the Candidate Interviews repository.

• If the candidate exists in the Candidate repository → update their status and score.

• If the candidate doesn’t exist → add a new record with basic details.

For Each Stage Configuration

• Repository to Iterate: Candidate Interviews

• Condition (Optional): Status == "Completed" → Only completed interviews are processed.

Field Name	Select Value	RHS (Right-Hand Side)
Candidate Name	For Each Repository	Name
Email	For Each Repository	Email
Interview Status	Custom	"Completed"
Interview Score	For Each Repository	{Score}
Updated On	Calculated	<TODAY><PLUS>0
Assigned Recruiter	Variable	${Variable:Recruiter:AssignedRecruiter}

Add or Update Record Under Condition Stage

Scenario Goal

After a candidate interview is completed, you want to:

• Check if the Total Score is greater than or equal to 7.

• If true, either update the candidate’s record (if it exists), or add a new one in the Offer Letters repository.

Condition Stage Configuration

Setting	Value
Variable	Total Score
Condition	Greater Than or Equal To
Value	7

Add or Update Record Configuration (Inside Condition – True Path)

Step	Configuration
Select Repository	Offer Letters
Identify Record	Match via Email = ${Variable:Candidate_Email}
Field Mapping	Define using Custom, Variable, or Calculated values

Field Mapping Example

Field Name	Select Value	RHS (Right-Hand Side)
Candidate Name	Variable	${Variable:Candidate_Name}
Email	Variable	${Variable:Candidate_Email}
Offer Status	Custom	"Selected"
Joining Date	Calculated	<TODAY><PLUS>30
Offered CTC	Variable (record)	${Variable:CandidateRecord:ExpectedCTC}