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Microsoft SQL Server Upsert Row Workflow action details

Leverage the SQL Server: Upsert Row Workflow step to use a key value to add a new row - or update an existing row - in your SQL Server.

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❔Catch-up quick

Use a Key Value to determine whether your received Form data should be added as a new row, or used to update an existing row in SQL Server.

Include a SQL Server: Upsert Row step in your Workflow to add a new row - or update an existing row - to your SQL Server table.

This step is also included in the SQL Server: Upsert Row Workflow recipe.

🗒️ Note: SQL Server actions and Workflows are only available to Enterprise-tier accounts. If you’re interested in leveraging this step - or its corresponding recipe - contact your Account Manager.

For this action, you’ll configure your Connection, SQL Table Name, and Column Mapping.

Screenshot displaying the details of the SQL Server: Upsert Row Workflow step.

The Connection menu is where you’ll select from your available SQL Server connections. If you’d like to add a new connection, scroll to the bottom of the menu and click + Add Connection, or navigate to the Connected Apps page.

Specify the path to the SQL Table which you want this action to reference with the SQL Table Name.

In the Column Mapping section, you’ll enter a column name from your SQL Table. Within Column Mapping, you’ll indicate. . .

  • SQL Column Name to indicate a column within your SQL Table where you want your data mapped.

  • New value is the data which will populate your corresponding SQL Table column.

    You can specify an alphanumeric value, or you can use Workflow variables to populate the value with a specific field from your Template.

  • Data type is where you’ll select from a drop-down menu to indicate your new value’s information type.

  • Choose a unique Key Column to define whether your action should add a new row, or update an existing row to your sheet.

Related topics

  • Maintain your organization’s branding while you collect Public Forms when you integrate custom branded Public Forms.

  • Track changes across your received Forms with reporting.

  • Leverage automated reporting when you include the Schedule trigger in your Workflow.

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