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Overview
The Create Records action adds new entries into a database or data repository. In a workflow context, this action is used to capture and store data generated during the execution of the process.
Whether it’s saving user input, or adding new records to a system, this action enables workflows to dynamically expand and store new information in real-time.
It ensures that workflows can generate and capture new data to build and maintain comprehensive data records.
Let’s explore the screens that follow, after drag-n-drop of Create Records action on workflow canvas.
Config
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Config Field | Description | |
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Source Type | In this optiondropdown, you can select a source among various sources from for which you want to create records. It allows to choose from Object, Model and Variable. infoNote: By default, the Source Type is Object. Info | Other options include Model and Variable. |
Note: Fields below this will be populated based on the Source Type one chooses. If Variable and Model are chosen, only one field of choosing specific model and variable will be populated. | ||
Object | In this option, you can select the object from which you want to create query records. The chosen object will define the source of data for your query. Note: Label of this field is dependent on Source Type chosen earlier. If chosen variable or model, label will be the same either variable or model as per selection. | |
How many records to store? | In this option, you can select amount specify the number of records to create . Either you can choose Single or Multi-recordfrom the selected object. You can choose to retrieve either a single record or multiple records based on your operational needs.
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Action Details
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For example, if a sales team wants to create contacts for opportunities that are having amount more than $50,000, then they can do that by using Decision action as well as Loop action and finally Create Records action. |