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Tables

The Tables Activity in workflows lets you perform operations on tables dynamically. With this node, you can automate common table tasks such as adding, updating, deleting, or retrieving rows. This feature simplifies data management, eliminating manual intervention and enabling seamless integration between workflows and tables.

What is a Tables Activity ?​

A Tables Activity is a workflow node that interacts with Boltic Tables. It lets you:

  • Add new rows to a table.
  • Update existing rows.
  • Delete rows from a table.
  • Fetch rows for processing.

These actions can be powered by either static values or dynamic data from previous workflow nodes.

Supported Actions​

The Tables Activity supports the following operations:

1. Create Record​

  • Action: Add a new row to your table.
  • Static Data: Predefine the values for each column.
  • Dynamic Data: Use output from a previous workflow activity to populate values.
Add Record Example

2. Update Record​

  • Action: Modify an existing row in your table.
  • Required Data: Provide a Record ID to identify the row to update.
  • Specify: Static or dynamic data for the columns you want to modify.
Update Record Example

3. Delete Record​

  • Action: Remove a row from the table.
  • Required Data: Specify the Record ID of the row to delete.
Delete Record Example

4. List Records​

  • Action: Retrieve rows from a table.
  • Options: Fetch all rows or apply filters to refine the results.
  • Use Case: This action can be used to provide data for subsequent workflow nodes.
List Records Example

How to Use a Tables Activity​

  1. Add the Activity

    • Drag and drop a Tables Activity into your workflow.
    • Connect it to a previous node to provide dynamic inputs.

  2. Select an Action - Choose one of the supported actions:

    • Create Record
    • Update Record
    • Delete Record
    • List Records

  3. Configure the Action - Specify the table you want to interact with. Then provide the necessary details for the action:

    • Create Record: Define column values (static or dynamic).
    • Update Record: Provide the Record ID and columns to update.
    • Delete Record: Enter the Record ID.
    • List Records: Optionally apply filters to narrow down the results.

  4. Activate the Workflow - Save and publish the workflow to start automation.

Examples​

  1. Automating Lead Creation

    • Trigger: Detects a new submission on a contact form.
    • Tables Activity (Create Record) Adds a new row to the “Leads” table with the contact’s details.

  2. Updating Order Status

    • Trigger: Detects a payment confirmation event.
    • Tables Activity (Update Record): Updates the “Orders” table to set the status of the corresponding order to “Shipped.”

  3. Deleting a Canceled Subscription

    • Trigger : Detects a cancellation event.
    • Tables Activity (Delete Record): Removes the customer’s record from the “Subscriptions” table.

  4. Retrieving Open Support Tickets

    • Tables Activity (List Records): Fetches all rows where the “Status” column equals “Open.”
    • Subsequent Nodes: Process the data to notify support agents.

Best Practices​

  1. Use Dynamic Data - Leverage outputs from previous nodes to make actions dynamic and context-aware.

  2. Apply Filters for Efficiency - When listing rows, use filters to limit the results and improve performance. The activity lists upto 1000 rows.

Advanced Options​

For more information on advanced settings, see the Advanced Options documentation.

With the Tables Activity, you can build powerful, data-driven workflows that interact seamlessly with your Boltic Tables, enabling automation for a wide range of use cases.