Getting Started

Getting Started

Installation

Your First Flow

UI Flow Editor

Triggers

Action Steps

Community

Community version

Troubleshooting

Roadmap

Releases

CRUD Actions

This page provides an overview of record management in byld.dev, including how to create, update, retrieve, and delete records. It also covers using JSON to create records and FetchXML to retrieve multiple records.

<aside> ℹ️ Note: The CRUD (Create, Retrieve, Update, Delete) actions are server-side actions. These web API requests are translated into actions in byld.dev

</aside>

Create Record

This action step allows you to create a new record in the database to make new entries or add data to your form.

Capture d’écran 2023-06-26 à 07.42.43.png

To configure it, follow these steps:

  1. Click Configure step. Result: The configuration window will open.

Capture d’écran 2023-06-26 à 07.43.37.png

  1. [Optional] In the Return value to a variable field, add the ID of the variable.

<aside> ℹ️ Note: To have a variable ID, you need to first initialize an object variable.

</aside>

  1. Enter the name of the table for which you are creating the record (e.g., contact, account, etc.), a dynamic value, or a function in the Table Schema name field.
  2. Add data as a dynamic value, a function, or as JSON.

EXAMPLE:

Create a sample account record.

// define the data to create new account
var data =
    {
        "name": "Sample Account",
        "creditonhold": false,
        "address1_latitude": 47.639583,
        "description": "This is the description of the sample account",
        "revenue": 5000000,
        "accountcategorycode": 1
    }

  1. Save and publish/update your flow.

    Result: The record is created.

<aside> 💡 Tip: If you don’t see changes, you might need to clear your browser files cache.

  1. Go to your browser > Settings.
  2. Click Privacy, search and services > Choose what to clear.
  3. Choose to clear files and images.
  4. Go back to the PowerApps and refresh the page, or use the Ctrl + ⇧ + R keyboard shortcut. </aside>

Update Record

This action step allows you to update an existing record.

Capture d’écran 2023-06-27 à 15.56.50.png

To configure it, follow these steps:

  1. Click Configure step. Result: The configuration window will open.

Capture d’écran 2023-06-27 à 18.10.20.png

  1. Enter the name of the table you are updating in the Table Schema name field.

  2. Enter the Record ID of the record you want to update.

  3. Add the new data as a dynamic value, a function, or as JSON.

  4. Save and publish/update your flow.

    Result: The record is updated.

Delete Record

This action step allows you delete an existing record.

Capture d’écran 2023-06-27 à 18.09.28.png

To configure it, follow these steps:

  1. Click Configure step. Result: The configuration window will open.

Capture d’écran 2023-06-27 à 18.46.10.png

  1. Enter the Table Schema name of the table you want to delete.

  2. Enter the Record ID of the record you want to delete.

  3. Save and publish/update your flow.

    Result: The record is deleted.

Retrieve Record

This action step allows you to retrieve an existing record.

Capture d’écran 2023-06-27 à 18.09.42.png

To configure it, follow these steps:

  1. Click Configure step. Result: The configuration window will open.

Capture d’écran 2023-06-27 à 21.31.17.png

  1. [Optional] To retrieve a record, add the ID of the object variable where it is stored to the Return value to a variable field.

<aside> ℹ️ Note: To have a variable ID, you need to first initialize an object variable.

</aside>

  1. Enter the Table Schema name of the table you want to retrieve.

  2. Enter the Record ID of the record you want to retrieve.

  3. Save and publish/update your flow.

    Result: The record is retrieved.

Retrieve Multiple Records

This action step allows you to retrieve multiple records at once.

Capture d’écran 2023-06-27 à 18.09.59.png

To configure it, follow these steps:

  1. Click Configure step. Result: The configuration window will open.

Capture d’écran 2023-06-28 à 00.36.36.png

  1. [Optional] To retrieve multiple records, add the ID of the array variable where they are stored to the Return value to a variable field.

<aside> ℹ️ Note: To have a variable ID, you need to first initialize an array variable.

</aside>

  1. Enter the Table Schema name of the table you want to retrieve.

  2. Enter Options.

    EXAMPLE:

    Account table: This example uses the $select and $top system query options to return the name property for the first three accounts.

    ?$select=name&$top=3

  3. Save and publish/update your flow.

    Result: The records are retrieved.

Retrieve Multiple Records with FetchXML

This action step allows you to retrieve multiple records at once using FetchXML.

Capture d’écran 2023-06-28 à 00.44.22.png

<aside> ℹ️ Note: FetchXML is a query language used to retrieve data from a database. It is a flexible and powerful tool that allows you to specify the data you want to retrieve, as well as any filtering, sorting, or grouping options.

</aside>

To configure it, follow these steps:

  1. Click Configure step. Result: The configuration window will open.

Capture d’écran 2023-06-28 à 00.44.47.png

  1. [Optional] To retrieve multiple records, add the ID of the array variable where they are stored to the Return value to a variable field.

<aside> ℹ️ Note: To have a variable ID, you need to first initialize an array variable.

</aside>

  1. Enter the Table Schema name of the table you want to retrieve.
  2. Enter the FetchXML.
  3. Save and publish/update your flow.

Using FetchXML

Resources

**Use FetchXML to construct a query: L**earn more about FetchXML and how to build queries.

Tools