Update document

<PluginInfo name="ai-knowledge-base"></PluginInfo>

Introduction

In NocoBase, the Update document node updates existing documents in an AI knowledge base from a workflow. In this example, it listens for updated records in Answers, finds the document in the target knowledge base by the same Key used by Create document, and rewrites it with the latest fields.

The Update document node is asynchronous. It is not used as an independent entry point. It should follow the Create document workflow and use the same target knowledge base and the same Key rule as Create and Delete document nodes.

Workflow structure

The example workflow listens for updated records in Answers and synchronizes the latest answer content to the same document in the target knowledge base.

Where:

• Collection event listens for collection updates
• Update document updates the document with the same Key in the target knowledge base

Before you start

The example uses the target knowledge base and Key rule from Create document. Before configuring the workflow, confirm that:

• The Create document workflow is enabled and has created at least one knowledge base document
• Key uses a stable and unique business field. The example uses the Answers record ID
• If updates should also synchronize related questions, preload the questions relation field in the trigger

Configure the trigger

Select Collection event as the trigger. In the trigger configuration:

• Set Collection to the collection to listen to, such as Main / Answers
• Set Trigger on to After record updated
• Use Changed fields to limit which field changes trigger the workflow, such as title or body changes
• If the node needs relation fields, preload them in Preload associations

If Changed fields is not selected, any field change triggers this workflow.

Configure the Update document node

Add an Update document node after the trigger.

Key settings:

Most Update document settings are the same as Create document. Usually, continue using the same target knowledge base, splitting behavior, body field, and title field. If related questions also need to be synchronized, continue using Answers.questions.content.

The important difference is Key: in the Update document node, Key is required and must be exactly the same as in the Create document node. The example continues to use Answers.ID, so the node can find and overwrite the same knowledge base document.

:::warning Note

If no document is found for the specified Key, the update fails. Before configuring this workflow, make sure the Create document workflow has already created documents with the same Key.

:::

Next step

After configuring the Update document node, continue with Delete document. After all three workflows are configured, return to the "Verify the synchronization chain" section in Overview to verify add, update, and delete in order.