Data Update After Steps in Action Flows

Feature Requests
1

Summary:
Experiencing issues where data does not get updated after a step in action flows. This leads to unneccasary workarounds when trying to reference or navigate to data newly created or modified records.

Current Behavior:

  • After performing an action that updates or creates a record, the updated data is not immediately available for subsequent steps.
  • Requires workarounds to access the updated data, which is inefficient.

Expected Behavior:

  • Data should be updated after a step in an action modifies a record.
  • Users should be able to reference and interact with the latest data immediately within the same flow.

Proposed Solution:

  • Implement a mechanism to refresh data records instantly after an action modifies them.
  • Ensure that any references to the updated data within the same workflow reflect the latest state.

Impact:

  • Reduces the need for manual workarounds.
  • Improves workflow efficiency and reliability.

2

Hey @cor when did you first start to notice this?

Because we released a change this morning that should improve it but we’re still monitoring

The original change was introduced about a week ago and we’ve been working to improve it since

3

Hey @darragh - I am currently working on this and experiencing the issue. Thanks

4

Sorry I misunderstood your original post before looking at the video.

I see what you’re referring to now, we don’t currently have a solution to that unfortunately.

From my understanding, you’re trying to open the newly created record, is that right?

If so, you could leave your action with only one step.
Then instead of calling an on-demand workflow, you would change the trigger to run On Create.

Then, because the Create action is the last action, we can navigate to the new record.

If that’s not the case, I’d be happy to try find a solution

5

just to make sure, there are 2 things:

  1. feature request (this one) - this is a suggestion that for me it would make sense that the newest data is available in the different steps in a flow. Appreciate that is not how its working now but maybe others feel the same - or not :slight_smile:
  2. bug report (Action Button > Create Record Redirect not working) - I hear you in terms of the response above and will continue to look for a work around.

Thank you
Cor