❔Catch-up quick
When you set up a "Microsoft SQL Server: Upsert Row" Workflow recipe in your account, you’ll automatically add or update a row in your SQL database based on your incoming Form data.
Microsoft SQL Server steps and recipes - including this one - require special account access. You’ll need to contact your Account Manager or Pro Services before you can leverage a SQL Server connection.
Automate the movement of data between your account and your Microsoft SQL Server with the SQL Server: Upsert Row recipe.
🗒️ Note: You’ll need to reach out to your Account Manager or Pro Services to permit access to the SQL Server application on your account.
Before you begin, you’ll need to add a SQL Server connection to your account.
With your connection added, open the web app and navigate to the Workflows tab . Here, click Create to access the Workflow Recipes Library. Locate and click the SQL Server: Upsert Row recipe.
You’ll navigate to the Workflow Editor, where you’ll follow the steps below.
Click the pencil icon.
Name your Workflow.
Note: Consider including the Template name referenced in the Workflow in your Workflow’s name.
Establish your Form Completed trigger by configuring your Completed By & Template details.
Completed by indicates which of your users or Groups you want to trigger this Workflow.
Select your Templates is where you’ll determine which individual Templates or Template folders you want associated with your trigger.
Note: If you select a Template folder, and later a move a Template out of that folder, you may experience issues with your Workflow.
This is because you’ve assigned your Workflow to reference a Template folder as opposed to the individual Template.
Establish your SQL Server: Upsert Row action.
This action requires that you configure your Connection, SQL Table Name, and Column Mapping.
Connection is a menu listing your available SQL Server connections. Your SQL Server connections determine the options available to you here.
SQL Table Name specifies the path to the SQL Table you want your action to reference.
In Column Mapping you’ll provide the SQL Column Name to which you want your data to be mapped. Enter the New Cell Value to determine the data which will populate your corresponding SQL Column Name.
Your New Cell Value can be a specific alphanumeric value, or you can use Workflow variables to populate the value with a specific field from your Template.
Click Next.
Click the Activation slider if you want your Workflow active immediately.
If you don't want your Workflow active now, you can switch it to Active on the Workflows tab later.
Click Save.
With your Workflow activated, your SQL Server will either add a new row - or update an existing row - based on your specified Key Value each time a Form based on your selected Templates is submitted.
Next, you can. . .
Explore more Workflows to automate your other manual tasks.
Enhance your Form Users’ experience when you use your Account User List in a database formula to populate multiple fields based on their response in a single field.
Simplify your existing account formulas - or build new formulas - using custom functions.