How to use the process tab on a table?

The Process usage tab in the Custom Data model editor shows whether the table is connected to processes and gives step-by-step guides: write, read, update, and Ask AI for block setup.

When you need this

  • The table exists but the bot does not save replies yet.
  • You need to find processes using the table before changing fields.
  • You want a quick jump to the process builder with table context.

Key terms

  • Connect to process — tab title; table hint: Not connected to a process yet.
  • Blocks: Write to table, Read from table, Update record, Ask AI.
  • Open process — opens the scenario builder.
  • Caution: model is in use — usage tab lists processes and field references.

Before you start

  • Table is saved with required fields.
  • You have a bot and permission to edit processes.

Step-by-step

  1. Open the table → Edit.
  2. Go to Process usage.
  3. Read Caution: model is in use or Safe to edit depending on references.
  4. To save replies without code:
    • Write to table → Open process.
    • In Text input or Keyboard, enable Save to Custom Data and pick table and field.
  5. To read:
    • Read from table — add Actions → Custom Data find row with conditions.
  6. To update:
    • Update record — find the row first, then update block with id and fields.
  7. Click Ask AI in Ask AI if you need agent help with blocks.

What happens next

The process can create, read, and update table rows. The Not connected to a process yet hint disappears when usage exists.

How to verify

  • A test dialog saves to the correct field.
  • Find block returns a row for your condition.
  • The tab lists processes under Processes after connection.