This action allows you to update the existing records in your base when the trigger event occurs.

In the below example, as part of our job delegation process, we want to update the department manager's name based on the assignee's job type.

Choose a trigger

Choose the table All Departments and choose the trigger, When a record is updated.

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Customize the condition

Click on +Add Condition and set the condition as 'Job Type', 'is any of',  'Marketing Lead/Product Marketer/Content Writer/ Product Marketing Associate'.

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Add the action

a) Click + Add Actions and choose the action Update record. Choose the table All Departments where you want to update the record.

In this case, we use the same table for both trigger and action.

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b) Now update your record condition to filter out the exact record you would like to change from the list of records available.

In this case, to update a record with the trigger step, repeat the same condition.

click + Add Condition and choose 'Job Type', 'is any of',  'Marketing Lead/Product Marketer/Content Writer/ Product Marketing Associate'.

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c) Now choose the field that needs to be updated. Click + Choose field, and choose the field, Manager.
Then, choose the value with which the field must be updated. In the below example, we have selected the manager "Olivia" from the dropdown menu.

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Note: Ensure that you enable automation to complete the process.

See it in action

In the below GIF, you can see the department manager's name being updated based on the assignee's job type.

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