馃啎 Action 路 Update related records 路 Workflow Automation

Our Supercharged Workflow Automations now include the action
:sparkles: Update related records :sparkles:
whenever the automation is triggered by an event.

Tape is built to grow with your business. Building first automation is super simple with Tape. Advanced actions like 鈥淯pdate related records鈥 help you manage even complex business processes and are designed for Tape experts. Want to get more out of Tape? Tape partners are certified consultants and are ready to help. Whether you鈥檇 like help deciding what to automate or need a hand building, you鈥檒l find the right fit. Just get in touch with us and we connect you with one of our partners.

If you are a developer check out these resources 鈫

Overview

The 鈥淯pdate related records鈥 allows you to update related records to the current record. The related records can be updated by adding one or more fields with any kind of field value.

Some more insights:

  • The current record is always the record that has triggered the automation
  • Records are related via Tape鈥檚 relation field
  • The relation direction to the current record can be outgoing or incoming

A simple use case

鈥淲hen the address of a company is updated (trigger) then update the address of the related contacts (action)鈥.

Create automation using the action 鈥淯pdate related records鈥

  • First automation block - Trigger - the 鈥淲hen this happens鈥 automation statement

    • Choose a trigger, for example When a record is updated
    • Set the trigger by selecting the app where the automation should be triggered
  • Second automation block - Filter - the 鈥淎nd if conditions are met鈥 automation statement

    • Set your filter to start actions only if certain conditions are met:
      • A field to be evaluated, at the first dropdown menu
      • An operator at the second dropdown menu, i.e., Contains, Does not contain, Is not, etc.
      • A field value - enter the field value for the selected field from the first dropdown. Note that the operators e.g. 鈥渋s empty鈥 and 鈥渋s not empty鈥 do not require you to input a field value
  • Third automation block - Action - the 鈥淭hen do that鈥 automation statement

    • Click on + Add action and choose between various actions
    • Set up your action based on the action you鈥檝e selected, like Update related records in the simple example above
    • Click + Add field - every field type has its own row. Add as many as you like
    • Set up the action condition to update the record:
      • A field to be evaluated, at the first dropdown menu
      • An operator at the second dropdown menu depends on the selected field type i.e., Set value, Set options, Set date, etc.
      • A field value - enter the field value for the selected field from the first dropdown. Depending on the chosen field and operator you can use variables via @-menu, emojis, rich text, or plain text.
  • Click on Create automation at the top right

Edit and manage actions

The automation editor allows you to edit or manage actions and holds all the important details about your specific automation. To open the editor - click the card with the title of your automation at the gallery of the automation center. From this point, you can choose between various options. Learn more about 鈫


New to workflow automation by Tape? Here鈥檚 a summary of what you need to know about automation.

To enable any type of automation, you鈥檒l need to set up a trigger and one or more actions. Some automations also use filters.

  • A trigger is an event that starts an automation. The 鈥淲hen this happens鈥 statement. For example, 鈥淲hen a status changes鈥 Learn more about 鈫 1
  • Filters are optional and start actions only if certain conditions are met. The 鈥淎nd if conditions are met鈥 statement. For example, "only if the status changes to done" Learn more about 鈫
  • An action is an event the automation performs automatically after it is triggered. The 鈥淭hen do that鈥 statement. For example, 鈥渢hen send an email to a customer鈥 Learn more about 鈫

Check out how to create an automation 鈫