Upsert Document

Step Details
Introduced in Version	9.17
Last Modified in Version	9.17
Location	Integration > MongoDB

The Upsert Document Step inserts or updates a document in a MongoDB collection based on defined filter criteria. If a document matching the specified filter exists, it is updated with the new values; otherwise, a new document is inserted. When the selected Document Type includes an ID property (or another filter field), that property is used for matching and will update or populate automatically depending on whether the document already exists.

Prerequisites

Install the MongoDB Module.
For v9 Users: Add a Project Dependency once the MongoDB Module is installed.

Properties

Settings

Property	Description	Data Type
Document Type	Allows Users to specify a Document Type used for inserting or updating documents in the MongoDB collection.	Varies
Filter Criteria	Defines the conditions used to identify an existing document for update. If no document matches these criteria, a new document is inserted. When editing the Filter Criteria, the following fields can be configured: Filter Type -Determines the kind of filter to apply: Field Name: Filters by a single field in the document. Nested Document Field Name: Filters by a field within a nested document. Combine Filters (AND): Groups multiple filters with a logical AND. Combine Filters (OR): Groups multiple filters with a logical OR. Field Name - Selects the document field to filter on (e.g., Int1, id, str1 for a Document Type named MongoDBType). Query Match Type – Specifies how the value should be compared. Options include Equals, DoesNotEqual, Exists, DoesNotExist, LessThan, GreaterThan, GreaterThanOrEqualTo, and LessThanOrEqualTo. Input Data Alias (Optional)	Varies

Inputs

Property	Description	Data Type
Documents	Allows Users to specify a list of documents to insert or update based on the defined Filter Criteria.	Varies (Depends on the Document Type)

Related Information

MongoDB Module Overview