Create Lookup Record

The Create Lookup Record workflow action allows you to create a new record in a specified lookup. This action is used to insert data into a lookup table, which can be utilized in subsequent workflow steps.

Key Configuration Fields

• 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.

• Variable

  • Select a lookup variable from the list of available lookup variables in the system. This variable represents the lookup where the new record will be created.

  • Validation Rules:

    1. The variable field cannot be empty.

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

• Continue on Error (Optional)

  • A toggle that, when set to True, allows the workflow to continue running even if an error occurs while creating the lookup record. The workflow will bypass the error and proceed without pausing.

Behavior After Configuration

The workflow action will put the properties of the created lookup record into the context. These properties can be used in subsequent workflow actions.

Editing the Create Lookup Record Action

• Fields

  • Always Disabled: Name field

  • Always Editable: Description field, Continue on Error toggle

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