Beyond creating and querying records, you can also update and delete them within your workflows.
Update mode
Update mode modifies existing records by specifying a record ID. Common scenarios include marking an incident as resolved after remediation, adding enrichment data to an existing alert record, or updating a status field when a workflow reaches a certain stage.
To update a record, add a record tool to your story, select Update from the mode dropdown, choose your record type, enter the record ID from an upstream action, and map the fields you want to update.
❗️Important
Delete mode
Delete mode removes specific records by record ID. Common scenarios include removing test data after workflow development, cleaning up old records, or deleting duplicates created by error.
To delete a record, add a record tool to your story, select Delete from the mode dropdown, choose your record type, and enter the record ID.
⚠️Warning
Where to get the record ID
Both Update and Delete modes require the record ID, which uniquely identifies the record you want to modify or remove. You can get it from:
A Create action:
<<capture_record.id>>A List action:
<<list_records.record_type.id>>A Get action:
<<get_record.record_type.id>>An API query:
<<query_records.body.id>>
🪄Tip
Choose which data an update or delete targets
Update and Delete actions work with test records in a draft story and live records in a live story. If your tenant allows live or test data selection for record actions, you can set the data mode on the action to target live or test records directly, which is useful when you need a draft story to act on live data. Confirm the data mode before you run the action so you know which table you are changing.