Create Entity Record

The Create Entity Record workflow action allows you to create a new record in a specified entity using the data provided through workflow variables.

Key Configuration Fields

1. Name

   • Enter a unique name for this workflow action.

   • Validation Rules:

     1. The name must be unique.

     2. The name length must be between 2 and 100 characters.

     3. The name cannot be empty.

     4. The name cannot include special characters, or spaces, or start with a numeric character.

2. Description (Optional)

   • Provide a brief description explaining the purpose of the action in the workflow.

   • Validation Rules:

     1. The description length must be between 0 and 400 characters.

3. Variables

   • Select from a list of all variables of type Entity available in the workflow context. These variables will provide the data for creating the new record.

   • Validation Rules:

     1. The variable field cannot be empty.

     2. The variable cannot be changed once the action is referenced in subsequent steps,

4. Continue on Error (Optional)

   1. A toggle allows the workflow to continue even if an error occurs while creating the entity record. When set to True, the workflow will bypass the error and proceed without pausing.

Behavior After Configuration

Upon submission, the system uses the specified variable to create a new record in the selected entity. The properties of the newly created record are put into the workflow context, making them available for use in subsequent workflow actions. The fields are editable even after configuration, except for the Name field, which remains constant. The Variables field is editable as long as the action hasn't been referenced in subsequent workflow steps.

Editing the Create Entity Record

• Fields:

  • Always Disabled: Name field

  • Always Editable: Description field, Continue on Error toggle

  • Disabled Once Used or Referenced in Another Workflow Action: Variable field