Create Record

The Create Record workflow action triggers automatic creation of new records in any database table. To create this type of action:

Select the Create Record option in the action type list and fill out the form as described below.

In the General section of the form enter the action Name and write a description in the Notes field if needed.

In the Get values from dropdown choose a source keeping the initial data. You may choose a Current Record or a name of any RecordSet column kept in a table where this action is created.

From the Create record in list select the table, where a new record should be added.

TeamDesk allows cascading execution of record change triggers. It is controlled via the Execute Triggers option of the action. If the action should activate other record change triggers, choose the Yes option, otherwise the No option is selected.

Save changes.

Once the action is created, click the New button in the Assignments section:

Use the following form to create the assignment. It will assign the specified column value to the created record:

From …

In the From Client field enter the formula (or value) used to create a value that will be later on inserted into a predefined record field.

To …

From the To Changes Log list select the field (column) to which the From Client value should be inserted.

When finished, click Save to add a new assignment.

You can add many assignments to one action. For example, the action can comprise three assignments.

Below the action form you can find the Log keeping the detailed info regarding to the last 100 calls of the action.

Next: Delete Record