# Update Record Stage The **Update Record** stage allows you to update an existing record in a selected repository by mapping fields with new values using **Custom**, **Calculated**, **Variable**, or **For Each Repository** inputs, depending on context and field type.
## **Update Record Stage** **Interface Overview** 1\. Select Repository * Choose the repository that contains the record you want to update. **2. Identify Record (Filter)** * Select the method to identify which record(s) to update. * Usually done by matching a unique field (e.g., ID, Email, etc.) using a variable or item reference. 2\. Fields Mapping * Each updatable field in the repository can be mapped using dropdowns: | Component | Description | | ------------ | ---------------------------------------------------------------------- | | Select Field | Choose the field in the repository you want to update. | | Select Value | Choose how the field will be updated: Custom, Calculated, or Variable. | **Field Behaviour by Type** A. Field Types Supporting Custom, For Each & Variable Value * Single Line * Multi Line * Email * Checkbox * Lookup * Multiselect * Select * Attachment * User or Group * Hyperlink * Location When selected: * Custom → Shows a simple text field to manually input a value (e.g., Name>>Custom>>"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 ${Variable:VariableName:FieldName} to access a specific field. * For Each Repository → Select from current iteration item fields B. Field Types Supporting Custom, Calculated, For Each and Variable Value * Decimal * Number * Date When selected: * Custom → Displays a text input (e.g., enter 200.5 for a decimal). * Calculated → Displays a multi-line expression editor for formulas or expressions (e.g., {{Total}} \* 0.18). * Variable * An additional text field is shown to specify the variable as “${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 fields from current item **Example** Goal: Update candidate record with interview result | Field | Select Value | Result on RHS (Right-hand Side) | | --------------- | ------------ | ------------------------------------------------- | | Status | Custom | Displays a DD field. Select: "Completed" | | Interview Score | Variable | Displays a dropdown with all available variables. | | Interview Date | Custom | Select Date | | Date of Joining | Calculated | {TargetRepository:InterviewDate}\30 | **Best Practices** * Use Custom for fixed text/numeric input. * Use Variable for dynamic inputs from earlier stages. * Use Calculated for formulas involving variables or expressions. ## **Update Record Stage Under For Each** Used to update records dynamically inside a loop based on conditions. For Each Stage – Configuration 1. Select Repository: Repository to iterate (e.g., Candidate Interviews) 2. Condition (Optional): Apply filters, e.g., Status == "Completed” Update Record Configuration (Inside For Each) | Step | Description | | ----------------- | ------------------------------------------------------------------- | | Select Repository | Choose the repository to update (e.g., Candidate) | | Identify Record | Match record via unique field (e.g., Email or ID from current item) | | Field Mapping | Define field updates using Custom, Variable, Calculated, For Each | Example: You want to update existing records in the Candidate repository for each item in the Candidate Interviews repository — but only for interviews that have been completed. Let’s say your system tracks candidates and their interviews in two separate repositories: * **Candidate Interviews** (used to store details of individual interview rounds) * **Candidate** (master record for each candidate) After interviews are conducted, you want to loop through the **Candidate Interviews** repository and: * Identify completed interviews. * Update the corresponding candidate’s record with the latest interview score, comment, and status. | **Field Name** | **Select Value** | **RHS Configuration** | | ---------------- | ------------------- | ------------------------- | | Interview Status | Custom | “Completed” | | Interview Score | For Each Repository | Score | | Candidate | Variable | ${Variable:CandidateName} | | Updated On | Calculated | \\0 | | | | | ## **Update Record Stage Under Condition** Use this to update a record only if specific criteria are met. **Condition Stage – Overview** * Evaluates a boolean condition using workflow variables. * If true, runs the nested Update Record stage. * If false, skips the update. **Update Record Stage – Inside Condition:** This stage is used to update existing record only when the condition evaluates to true. 1\. Select Repository: Choose the repository where the existing record should be updated. Example: Offer Letters 2\. Field Mapping: | Field Type | Supported Value Types | RHS Behavior (Right-Hand Side) | | ------------------------------------------------------------------------------------------- | ---------------------------- | -------------------------------------------------------------------------------------------------------------- | | Text, Email, Select, Checkbox, Lookup, Location, User or group, Hyperlink, Attachment, etc. | Custom, Variable |

- Custom: Text field
- Variable: Dropdown of available variables

| | Decimal, Number, Date | Custom, Calculated, Variable |

- Custom: Text/Date input
- Calculated: Multiline expression editor
- Variable: Variable dropdown

| **Example Scenario** Goal: If candidate score ≥ 7, update status to “Selected” and set joining date. **Condition Configuration** * Variable: Total Score * Condition: Greater Than or Equal To * Value: 7 Update Record Configuration (inside true path) | Field | Select Value | RHS Result | | -------------- | ------------ | ---------------------------- | | Candidate Name | Variable | ${Variable:Candidate\_Name} | | Email | Variable | ${Variable:Candidate\_Email} | | Offer Status | Custom | "Selected" | | Joining Date | Calculated | \\30 |