The Loop through Table action is used to apply actions for a set number of records from a table.
For example: You have a table with names. You want to go through all the records in the table and update each name to ensure it has a Title case, i.e. is capitalized.
When you select Open criteria builder, a new page opens listing all the conditions.
Conditions are used to specify which records you want to loop through.
How do conditions work? When Method loops through the table, it will look at every record in the table, but only include records that match the given conditions.
For more information, please visit our article on The Criteria Builder.
Actions are embedded within the Loop Through Table action. When you hover over the action, the plus sign will add an action indented underneath the Loop Through Table action.
You can also drag and drop other actions within the Loop Through Table action.
These actions will be applied to every record being looped through.
In this example, the action is set up to go through all the records in a table with a text field called Name.
Within Character Functions action, you need a way to grab the value of the Name field from the loop. Under the drop down Convert this to title case, there is a section called Loop. Underneath you will find all the field values of the current record within the loop. The result of the Title Case function will store the result in an action result to be eventually used by...
The Update Fields in Table function will take the action result and update the Name field in the table. Which record will it choose? Within the Criteria Builder, again, you can use the Record ID under the Loop section, which is the Record ID of the current record within the loop.