Create Records

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 Tab

Config Field

Description

Config Field

Description

Source Type

In this dropdown, you can select a source among various sources for which you want to create records.

Note: By default, the Source Type is Object. 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 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 specify the number of records to create from the selected object. You can choose to retrieve either a single record or multiple records based on your operational needs.

  • Single Record: Creates only one record of the object selected.

  • Multi-Record: Create multiple records of the object selected.

Action Details

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Action Details Tab