Create Record step

Creates a record on any table. You can dynamically add and configure fields for the record.

Roles and availability

Available as an Workflow Studio action step. Users with the action_designer role can create a custom action with one or more action steps.

Inputs

Provide a value for each input that your flow needs. To add dynamic values, you can also drag and drop pills from the Data panel or select them from the pill picker.

• Table

  Data type: Table Name

  Table in which to create record.

• Fields

  Data type: Template Values

  Field values to set for the record. For example, to set the short description to a certain value, select Short description and set the desired value.

  To learn about creating template value input, see Create a template value input.

  Important: The system does not support updating multiple journal fields such as the additional comments or work notes of a task record.

Outputs

These outputs appear in the Data panel. You can use them as inputs elsewhere in your flow.

• Table

  Data type: Table Name

  Table where record was created.

• Record

  Data type: Record

  Reference to record created.

Action error evaluation

• If this step fails

  Data type: Choice

  Option to continue running the next step or go to error evaluation. To use the step status code or message for a custom action error condition, see Action error evaluation.

Parent Topic:Workflow Studio steps