Two list steps write one row. Add a row — Writes. Always a new row. Add or update a row — Writes. One row either way, and two runs at once cannot both add it. Use the second to remember what has been handled — an invoice number already processed.
Who can do this
Workspace Admins and Editors, on every plan. Setting a list's unique column needs a workspace Admin.
Before you start
- A list in this workspace.
- For Add or update a row, the list needs a unique column — set in Lists, on the list's Columns.
Steps
- Select +, then in the step picker open Data and select Add a row or Add or update a row.
- In List, choose the list.
- For Add or update a row, Matched on shows the list's unique column — Not a choice — it is whichever column the list marks unique.
- Under A value for each column, fill in each column — a value, or
{{ }}from an earlier step. Required columns are marked *****: The 2 marked * are Required. The rest can be left empty. - Select Run this step. Test runs write to this list for real. There is one list, not one per environment.
Output
The row as stored, each column by its name, and list_change: the list, action (added or updated), count, and the row before and after.
Good to know
- Add or update finds the row with the same unique value. A row with that invoice_no takes these values. If there is none, one is added with them.
- Two runs at once cannot both add the same row with Add or update. Doing it in two steps — Find one row, an IF, then Add a row — loses that guarantee.
- Values are checked against the column's type — a number column takes a number.
- When the company's list rows are used up, writes stop and the step fails with the reason; deleting rows makes room at once.
If something goes wrong
| What you see | Why | What to do |
|---|---|---|
| Customers has no unique column — Without one there is nothing to match a row on, so this step cannot know whether to add or to update. | Add or update needs a unique column. | Admins: Set a unique column. Others: Ask an admin to set one in Lists › Customers › Columns. |
| Needs setup: Email is required — give it a value. | A required column is empty. | Give it a value. |
| Customers refused the row: … | A value does not fit its column, or a unique value is taken (for Add a row). | Read the reason and fix the value. |
| A run fails because the list rows limit is reached | The company's list rows are used up. | Delete rows you no longer need, or move to a bigger plan. |
| The list is gone / A column it uses is gone | The list or a column was deleted. | Choose again. |