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 the description if needed. From the Create record in list select the table where a new record should be created. 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 action.

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

Workflow actions may be created in the process of trigger creation or prior to adding triggers (in the latter case, during the process of trigger creation, you select previously created actions from the list).

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