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.

重要:

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.