Create Record

The Create Record workflow action triggers the 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.

Get values from

Choose a source to keep the initial data. You may choose Current Record or the name of any RecordSet column kept in the table where this action is created. If a RecordSet column is selected, the action will create a new record for each record in the RecordSet and use that record’s data as a data source.

Create record in

In the dropdown, select the table where a new record should be added.

Execute Triggers

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.

Adding Assignments

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 this field, enter the formula (or value) that will be later inserted into a predefined record field.

To …

From the available dropdown list, select the field (column) to which the From 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 below comprises three assignments:

At the bottom of the action form, you can find the Log, which keeps detailed information regarding the last 100 calls of the action.