LLW CRMInstall

Summary

Update an existing Document record in LLW CRM by specifying its ID and the fields to modify. Optionally manage associated entities by attaching, detaching, or syncing companies, contacts, deals, and other related records.

Inputs

• ID (required) — The ID of the Document record to update.
• Fields to Update — Select one or multiple fields (such as title, document_type_id, description, user_id, contacts, companies, deals) and specify new values to update on the Document.
• Manage Associations — Choose whether to modify associations after updating the Document.
• Association Operation — If managing associations, select the operation to perform: Attach (add without removing existing), Detach (remove specific), or Sync (replace all associations).
• Associations — Provide a JSON object specifying IDs for companies, contacts, deals, etc., to apply the chosen association operation.

Output shape

a single record

Returns the updated Document record as JSON. If association management is enabled, it performs the specified association operations after update. Errors result in failure or error object if 'Continue On Fail' is enabled.

Examples

Example 1: Update the title and description of a Document and attach new company associations.

Provide the Document's ID, set 'Fields to Update' to include 'title' and 'description' with new values, enable 'Manage Associations', choose 'Attach' as the Association Operation, and specify company IDs in 'Associations' JSON.