The Save Record action will save the current state (data) of the active Record



A lot of data can change in a Record during workflow actions. However, the data is not saved until the end of the workflow sequence. This provides much better workflow performance and is typically not a problem.


There are times, though, that you need to save the data before the end of the sequence. For example, if your sequence has a Search and Run Action Set action in it then it is possible that the other Records that are acted upon may want to get values from or update your Record. In this case if you did not save your data first then the other Records will be looking at stale data. In this scenario it is best to call a "Save Record" action before the "Search and Run Action Set" action. Then after the "Search and Run Action Set" action you should call a "Reload Record" action to make sure the active Record gets any changes that were made from the other actions.