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Customer experience | Sales, Customer Insights,...
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Update filed without overwriting existing data

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Is there any possible ways to update a single line of text data field without overwriting existing data? 

For example, I execute the workflow and update a field called name list with data A.

And then, I execute again the workflow to update name list with data B.

Is there any ways to concatenate both data A and B and display as A - B in the name list data field?

Thanks in advance

  • Verified answer
    Kokulan Profile Picture
    18,054 on at
    RE: Update filed without overwriting existing data

    Hi

    As suggested above it can be done in plugin but if you would like to do this in a workflow, please see below for an example

    Your workflow could check if the Name List has value, if its empty, no need to add - and just set the value as shown below

    4300.ScreenClip-_5B00_247_5D00_.png

    If the name list already has value, you can append as shown below.  You just have to include the current value of the name list field and then a - and the new value to be appended.

    1563.ScreenClip-_5B00_248_5D00_.png

    Your workflow steps to set the value should look like the following

    8737.ScreenClip-_5B00_249_5D00_.png

    If you are doing this in many workflows, you can move the above steps into a Custom Action and then call the action wherever you want to update the name list. Your action just have to take the new value as the parameter and append to name list.

    If you want the appending to happen instantly (synchronously), you can convert the workflow to real-time

    Hope this helps

  • Suggested answer
    gdas Profile Picture
    50,091 Moderator on at
    RE: Update filed without overwriting existing data

    Hi Dylan ,

    You can write plugin for that , you will get the existing value from pre-image and from context or post image get the new value and concatenate and update in same field.

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