Templates reset the "Create Record" action's Table value

Kelly Logan
Kilo Sage

Okay, fun feature of Workflow Studio (DC version), adding a generic template value in the "Create Record" action will clear out the table. Setting the table clears out the template value. I'm sure their devs didn't mean to make a "click here to win" game with the moving button, but that's kind of what it feels like. 

 

The only way I have gotten it to work is to hand in a template input variable that is set to "Template Value.{table_name}". 


Anyone else seeing this? Found any way to use the Look Up Record value to set the Template Value? 
(We are on glide-washingtondc-12-20-2023__patch4-hotfix1a-07-01-2024.)

Here's an example. I created two inputs: 

  • "Contract template" which is of "Template Value.Contract" type, and 
  • "Generic template" which is of "Template Value" type. 

I also have (what I would prefer to use) a "Look Up Record" action that queries for and returns a template record. This is preferable so that the slower, more data intensive actions like queries can be kept in a sub-flow and out of the main flow.

 

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Now, let's start with a "Create Record" action with the table set to "Contract" [ast_contract].

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If I drop in the generic template input

 

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This is the result

 

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Same occurs with the look up record template value. Both are accepted but they reset the table value. If the table is set, 

 

 

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We're back to where we started.

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If we drop in the "Template value.Contract" input though, I think it still resets the table but then sets it to the Contract table as part of the transaction.

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Voila

 

 

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The reason I'm thinking this is because if you start with a blank table and template value

 

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then drop in the "Template Value.Contract" input, 

 

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It also works.

 

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2 REPLIES 2

Kelly Logan
Kilo Sage

Alternately you can see using a sub-flow to create a record with a template as a *fix* for this issue. It just occurred to me that you couldn't do this in a regular flow with a Look Up Record to get the template either. 
Maybe you could create a custom Action to look up and return a "Template Value.{table_name}" type output, but then you'd probably need a new action for each different table name, right? 

Kelly Logan
Kilo Sage

It gets better! If I try to test my new subflow, instead of giving me a reference choice pointed at the template table, it displays the same non-functional "Drop in a template..." interface?!? Along with the 'Select a field' and 'Add field value' controls like it's on the Create Record action. Deeply weird.

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