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 Action Designer action step. Subject matter experts use the action_designer role to create a custom action with one or more action steps.


Field Description
Table Select a table from the list.
Field Values

Set static or dynamic values of fields in the record. For example, to set the short description to a static value, select Short description and set the desired value. To enable flow designers to dynamically define field values, define an input of type Template Value and drag-and-drop the data pill into the Field Values field. Use the input name to help flow designers understand the purpose of the field. You can define both static and dynamic values in the same step.

Note: If a static field value in the action step conflicts with a dynamic value defined when the action is added to a flow, the static value defined in the action step is honored.