Create Record step
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- UpdatedJan 30, 2025
- 1 minute read
- Yokohama
- Create Workflows
Creates a record on any table. You can dynamically add and configure fields for the record.
Roles and availability
Available as an Workflow Studio action step. Users with the action_designer role can create a custom action with one or more action steps.
Inputs
Provide a value for each input that your flow needs. To add dynamic values, you can also drag and drop pills from the Data panel or select them from the pill picker.
- Table
- Data type: Table Name
Table in which to create record.
- Fields
- Data type: Template Values
Field values to set for the record. For example, to set the short description to a certain value, select Short description and set the desired value.
To learn about creating template value input, see Create a template value input.
Important: The system does not support updating multiple journal fields such as the additional comments or work notes of a task record.
Outputs
These outputs appear in the Data panel. You can use them as inputs elsewhere in your flow.
- Table
- Data type: Table Name
Table where record was created.
- Record
- Data type: Record
Reference to record created.
Action error evaluation
- If this step fails
- Data type: Choice
Option to continue running the next step or go to error evaluation. To use the step status code or message for a custom action error condition, see Action error evaluation.