Tables: Remove a Row

Use this action to remove a row of data from a data table by searching columns for matching data.

Use case

Frequent use cases for the Tables: Remove a Row action involve finishing a task, such as paying an invoice, and removing a corresponding row.

The action can help keep data tables up to date, with only necessary information and is useful for removing customer information in order to comply with GDPR requests.

How to configure this action

Fields for this action

  • Table ID

    • Select a table from a list of all tables available on your team. The list only includes tables you have permission to view.
      • You can also reference a table stored in a field. Change the left hand drop-down to Use table via field then select from any field that is part of the process. Learn more.
      • If necessary, you can enter the Table ID directly. Change the left hand drop-down to Use table by ID then enter the ID manually. Learn more.
  • Look up column names

    • Names of the column that contains the data to search. Separate column names with commas. Can be the display name of the column header, in the regular Column Header format, or a field name reference in the {{field-names}} format.
  • Look up column criteria

    • Value to search for in each of the look up column names. Separate column search values with commas. Can be typed in our use field name references in the {{field-names}} format.
  • Delete all

    • Select True or False from the drop down to choose to remove either the first match or all matching rows.
      • Select True to delete all matching rows will.
      • Select False or leave empty to only delete the first matching row.
  • Output field name

    • Enter a name for the output field that will contain a count of the rows deleted.

What will this output?

The row or rows that have column data that matches the Look up column criteria will be removed from the data table. Additionally, there will be a field created with the Output field name that stores the number of rows removed.

Using the Output field name field can be useful to check if you removed the intended number of rows

💡   Tip: If a match is not found, the Output field name field will be 0

Get help with a problem or question

If something’s not working as expected, or you’re looking for suggestions, check through the options below.

Why do some column names not work?

Enclose individual column names and values in quotation marks (""), if they contain special characters like commas, leading/trailing whitespace, and newlines. For example:

  • If the column name is $Weekly Report,,,, enter the column name as "$Weekly Report,,,", with quotation marks.
  • If you want to use the field reference {{tablecolumn}} to dynamically reference the column name, enter it as "{{tablecolumn}}"

If the column name contains a quotation mark, escape each quotation mark with quotation marks, for example: if the column name is "Column name", enter it as """Column name""".

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