Plugin Mode

Add or Update Records in Another App

Summary

Click the button to add or update a record in another app, based on this app’s record. If a record with the same key value already exists in the other app, it is updated; otherwise, a new record is added.

Smartphone support

This plugin supports smartphones.

How to use

Specify the key field in this app and the app to update. A record with the same key is updated if it exists; otherwise, a new record is created.

When it runs

Depending on the settings, this customization runs at the following times. Any configured conditions are also evaluated.

  • When you open a record details page
  • When you click a button added by this plugin

Click the button added by this customization to run the operation.

Parameters

Enter or select a value for each setting unless it is marked optional.

Button label

Please enter the label for the Add/Update button.

Initial value: レコード追加・更新

Key field of this app

Please select the key field in this app. Records that match this field code and value will be updated.

The following field types cannot be selected.

  • Categories
  • Table
  • Related records
  • Field group
  • Label
  • Blank space
  • Border

Fields inside tables cannot be selected.

Add/Update app

Please select the app you want to use to add or update records.

The following actions and conditions are useful when building similar behavior in customization mode.

Actions

Conditions