Actions - Data

This article reviews the Flow actions available under Data Actions. In general, Record functions are used for uploaded CSV datasets, while Data functions work with connected data sources such as Elasticsearch, SQL, and Oracle databases.

Search Record

Use the Search Record action to look up data based on the criteria you select. Use the branch options to perform actions based on the number of records found.

Select the type and name of the dataset to search, then select the fields and values to search for.

The area below the search box displays branch options where you can place actions depending on the number of records found. You can specify a different set of actions for each option.

Note: The Search Record action loops through each of the multiple records found. For example, if five records are found, the actions under Multiple Records Found are performed five times, once for each record.

Updating/Deleting Records

After you have found one or more records in your dataset, you can use the Update Record and Delete Record options to take appropriate actions.

Note: These actions can only be used in Search action branch options corresponding to one or more found records.

The Delete Record action deletes previously located records.

Insert Record

Use the Insert Record action to add a new record to an existing dataset. Select the type and name of the dataset, and then choose the values for each field or column.

Submit Data

Use the Submit Data action to send data to a third-party system through a URL, similar to a “form POST” in HTML. Provide the URL to submit your data to and the format to use, followed by the parameters or field-value pairs to send.

Post Data

Use the Post Data action to send data to a connected data source. Select the connection, database, and table to update, then select the data.

Reload Data

Use the Reload Data action to reload the data from an existing data connection. To use it, provide the name of the connection to reload. It can take a few minutes for the reload to complete, depending on the size of your dataset and the speed of the data connection.

Get Data

Use the Get Data action to search a connected data source and get results based on the field and value criteria you provide. Then you can provide different actions for the branch options to handle the cases of one, multiple, or no records found.

Select the connection, database, and table to search, and provide the field-value pairs to narrow your criteria.

Update Token

Use the Update Token action to update the value of a stored token. You can update one or more tokens by selecting the token name and providing a value. To create a new token, select Add/Manage Tokens.