Create Records
Creates a record at runtime for a specific object using specified fields. You need to select all the required fields to create a record and provide the appropriate values within the activity. When the activity is triggered, a record with the specified field values will be created for the object.
- Group: Data
- Nature: Non-Blocking
The workflow administrator is responsible for ensuring all required fields are filled in before creating an object record. If any required fields are missing, the record creation will fail.
Example:
When an agreement is created, if its total contract value exceeds a specific threshold, a related clause needs to be added automatically. You can achieve this by using the Create Record activity to generate a clause record associated with the agreement.
Properties and activity information
Properties represent the values used to perform the operations of an activity and Entry Criteria serve as conditions that determine whether an activity should be executed.
|
Field |
Description |
|---|---|
| Details | |
| Display Name | Enter the name of the activity. |
| Reference Name | Enter the technical name of the activity. If left blank, the system automatically generates it based on the value in the Display Name field. The generated name removes special characters, eliminates spaces, avoids consecutive underscores, and joins words with a single underscore. |
| Description | Provide a description that is relevant to the activity. |
| Properties | |
|
Object Name |
Search and select the object for which you want to create a record. |
|
Set Field |
Required Fields: Name and RecordOwner are mandatory fields for which you must enter values. Set Other Fields: To add more fields, click Add. To remove all fields, click Remove All. You can populate field values manually or use dynamic values to automatically apply data. Place your cursor in a value text box, and the system's Intellisense capability will suggest options. The suggestions provided by Intellisense are specific to the data type of the field you are configuring. You may see options such as Picklist Values, Variables, Constants, and fields from the Context record. Sample: Manual Entry for Complex Data Types For Lookup and RecordOwner fields, Intellisense provides suggestions for Identifier and Reference fields, allowing you to directly link records. For example: Automatically create a new Agreement record and link it to its parent Account record whenever specific trigger conditions are met.
|
|
Entry Criteria | |
|
Entry Criteria |
Set the conditions that must be met to execute the activity.
To add more conditions, click Add Criteria. To remove all conditions, click Remove All. |
Switch to New Entry Criteria | You will see this toggle only when editing an activity in an existing workflow. Enabling this toggle upgrades the activity to the new IntelliSense Criteria Builder and migrates the old criteria. If the migration fails, you must correct the criteria for a successful conversion or continue using the older version indefinitely. Once switched, you cannot revert to the older Criteria Builder. |
|
Filter Expression |
By default, the application applies AND logic to all criteria. You can adjust this to create more complex logical expressions if needed. You can customize your logic using parentheses, AND, OR, and NOT. For example, if you enter “(1 AND 2 AND 3) OR 4”, the system will evaluate whether all three of the first conditions are true, or if the fourth condition is true. |