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Update Values

About Update Values

Sometimes you might want to update field values on a record without manually inputting the values, especially for repetitive actions in your workflow. For this, you can create an update values action button that will run an update for your record without entering the editing mode.

We are taking a sheet "Tickets" as our example here, to create an action button that can enter a field value in the field "Need Action?" by clicking the Update Values action button.

Setting up an Action Button to Update Values

Nevigate to the form page Design Mode, and click Form Tools. You'll find Update Values under the Custom Buttons section.

You can now set up one or more fields to be updated with this action button, by entering their field values.

You can click + to add more fields that you would like this action button to help update simultaneously if necessary.

After your configuration is completed, click "Create Update Values button".

You will be prompted to name the button, which will be added to your "Actions" menu, visible to users in every records' form page on the lower-right corner.

Note: If you click "Create Update Values button" with your value empty in the update value action button configuration, you will be prompted that your values for these fields will be cleared, therefore please make sure you want these values to be empty when the action is run.

Don't forget to save your design changes once you set up your update values action button.

Once your update values action button in saved, you will see this action button on the lower-right corner of every form page when you access your records.

You can click the action button to update your values.

The value updated by this action button will be recorded in the record history, in the i icon on the lower right corner.

If you want to update a field with different sets of values depending on the situation, you can create multiple update values action buttons.

Supported variables of updated values

Below are the supported variables you can use in the update value action button configuration as updated values.

{{USER}} - The user who clicks on this action button.

{{TODAY}} - The updated date (default timezone: UTC+0 if there's not custom configured timezone in company setting.)

{{NOW}} - The updated time (default timezone: UTC+0 if there's not custom configured timezone in company setting.)

Other configurations for action buttons

Additional Settings

There are some additional settings you can configure for action buttons, you may refer to this article for detailed information.

Remove the action button

If you want to remove the action button, you may refer to this article.

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