Inputs
Outputs
Use the updated record in later blocks as
{{ steps.update_record.record }}. To read one attribute from it, use dot notation. For example, {{ steps.update_record.record.stage }} reads the stage attribute.
Behavior
The block does a partial update. It writes only the attributes you list under Attributes to set and keeps every other attribute on the record. Leaving an attribute out is not the same as clearing it. To clear a value, include the attribute and give it an empty value. For single-value attributes, the new value always replaces the old one. For multi-select attributes (attributes that hold more than one value at once), the Replace existing values toggle decides what happens. With the toggle off, the block adds the new values to whatever is already on the record. With the toggle on, the block removes the existing values and writes only the new set. The block writes using the workflow’s own access, not the access of the person who triggered the run. If a workflow has read-only access to the object, it fails at this block instead of writing silently. See Permissions & workflow access for how to grant write access.Gotchas
- The workflow loops on itself. Updating an attribute on the same object that triggered the workflow can re-fire the trigger. That runs the workflow again, which writes again. Filter the trigger so it ignores changes the workflow itself made. You can also use a trigger that does not react to your own writes. See Infinite loops and safety for the standard guard.
- Multi-select values pile up unexpectedly. With Replace existing values off, every run adds to a multi-select attribute. A tag or category list then grows on each pass. Turn the toggle on when you want to set the attribute to an exact list rather than add to it.
- The block fails on read-only access. A new workflow has no write access to an object until you grant it. Grant Read and write access to the object before you publish. Otherwise the block fails when it runs. See Permissions & workflow access.
- Stale trigger data overwrites a fresh value. The trigger captures values when it fires. Writing one of those captured values later can overwrite a change made between the trigger and this block. When timing matters, read the current value first with Find records.
Examples
Assigning a lead to the picked owner
A Round robin block picks the next sales rep. This block then writes that rep onto the lead’sOwner attribute.
The lead’s
Owner attribute is set to the chosen rep, for example Priya Sharma. The run then continues to a Create task block for that owner.
Replacing a deal’s tags with a single status
A deal moves to a new stage. The workflow resets itsTags multi-select to one canonical value instead of adding to the existing tags.
The deal’s
Tags attribute now contains only Closed won. Any earlier tags are removed because Replace existing values is on.
Clearing a follow-up date after a reply
A reply arrives. The workflow clears theNext follow-up date so the record drops out of a follow-up view.
Next follow-up attribute is emptied. Their Owner, Email, and every other attribute stay exactly as they were.