Survey123 scenario for edits

Questions
1

:bullseye: What is your goal?

I have a current scenario that is triggered by Survey123 form submissions and exports the data to excel and AirTable. It currently is set to trigger for New Data and Edited Data; however, for edited data it creates a duplicate row.

My goal is to have the automation edit the existing row in excel and AirTable based on the GlobalID

:thinking: What is the problem & what have you tried?

I have set it up so it uses the Excel List Rows module and then set a filter to only look for the specific GlobalID in the submitted form. However, the excel sheet has over a thousand rows so it has to read all before processing. This works but my filter is not working.
Goal for the filter is

  1. if ID exists then Update Record
  2. If does not exist = Add Worksheet Row

Issue: The Update Record module is based on the excel RowID, which I do not know and it changes due to sorting and filtering in the document.

The AirTable modules seem to work. Currently, the error that occurs is a structure error to fix on our end.

:link: Create public scenario page

:camera_with_flash: Screenshots (scenario flow, module settings, errors)

Screenshot 2026-08-05 131456.png
Screenshot 2026-08-05 131456.png1263×605 51.4 KB

3

Hello,

Why not add GlobalId to your stored submission in Airtable?

That way you can add a Search module between Survey123 and the Router, and based on the search result either update the existing record or create a new one.

Same approach works with Excel. Search for GlobalId → based on the output take correct route → done.

It is better to search value within database than fetch whole database and check each record if it contains value you are looking for.

Have a nice day,
Michal

4

Correct but Excel does not have a Search module. It would work for Airtable because it has a Search and Upsert module.