Quick Reference Guide
Workflow Actions: Add Row to Dataset
CHOOSE YOUR ACTION
Start by adding a workflow to your dataset—either as a form trigger or button action. Then click the blue (+) sign under Actions, hover over ACTION, and select ADD ROW TO DATASET from the menu.
You’ll be prompted to give your action a name—choose something clear like “Create Visit Log” or “Add Follow-Up Entry” to keep things organized.
Pro Tip: The Add Row action can be used across datasets, making it a flexible tool for:
- Time-stamped logs and audit trails
- Scheduling future appointments or recurring visits
- Tracking survey completions or customer milestones
Combine it with other actions like Send Email or Update Column to build a complete workflow from start to finish.
NEW ROW SETTINGS
Next, define where the new row will go.
Add Row To: Select the dataset that should receive the new row. You can choose the current dataset or any other dataset you have access to. This is especially useful for multi-dataset workflows like logs, schedules, or historical tracking.
From Source: The source field or static value (like a field from a form or a dataset column).
To Column: The target column in the dataset receiving the new row.
Click “Save Another Value” to add as many field pairs as you need. This ensures the row is created with all the right details.
Example use cases include:
- Logging every visit scheduled from a master client dataset
- Creating a new entry in a “Service Log” dataset when a form is submitted
- Copying key fields into a follow-up dataset for record-keeping or future routing
ADD CONDITIONS
Want to limit when rows are created? Add a Logic step before your Add Row action to build custom conditions. For example:
- Only add a row if the “Visit Type” equals “In-Person”
- Only add a row if the form field “Schedule Follow-Up” is checked
This keeps your dataset clean and ensures you only add rows when they’re needed.
