Creating Record

This article introduces how to set the triggered action of Create Record.

What is Create Record?

If you select Create Record, you will create a record or initiate a workflow in the target form when an action is triggered and a condition is met in the triggering form.

In product purchasing and storing, a record will be automatically added to the warehouse entry through Automations when the purchasing flow is completed. In equipment maintenance, a record will be automatically added to the maintenance schedule form through Automations when you enter the next maintenance time in the equipment maintenance form. In notifications sending, enter the notification content and select multiple recipients in the notification sending form. Then several workflows of notification receiving can be initiated through Automations, and the approver is set as the recipient.

Demonstration

In product purchasing and storing, set Automations. If a record is created in the purchase order form, the record will be added to the warehouse entry form.

How to Set it?

After setting Configure Trigger, click Complete to set Configure Triggered Actions.

Step 1 Selecting a Triggered Action

Select Create Record.

Step 2 Selecting a Target Form

Select the target form where a record should be created.

Note:
The target form can be in the current app. You can only select one target form to set the triggered action.

Step 3 Setting Field Value

In Create Record, set the values of the triggering form’s fields:

Note:
Fields like Divider, Select Data, Query Data, Signature, Serial No., and the system fields (Created User, Created Time, Updated Time) cannot be set in the target form.

There are three ways to set the fields in the target form: Field Value, Custom, and Empty.

1. Field Value

a. Set the values of the triggering form’s fields to those from the target form. That is, the system can match the field properties in the target form with those in the triggering form.

b. Different fields in the target form can be matched with the following fields in the target form

Fields in the Target Form	Fields in the Triggering Form
Single Line	Single Line, Single Select, Radio, URL Parameter, Serial No., or Subform (Single Line, Single Select, Radio)
Multi Line	Multi Line or Subform (Multi Line)
Number	Number or Subform (Number)
Single Select	Single Line, Single Select, Radio, URL Parameter, Serial No., or Subform (Single Line, Single Select, Radio)
Radio	Single Line, Single Select, Radio, URL Parameter, Serial No., or Subform (Single Line, Single Select, Radio)
Checkbox	Checkbox, Multi Select, or Subform (Checkbox, Multi Select)
Multi Select	Checkbox, Multi Select, or Subform (Checkbox, Multi Select)
Date&Time, Created Time, or Updated Time	Date&Time, Subform (Date&Time), Created Time, or Updated Time
Fields in Subform	Fields in Subform
Image	Image or Subform (Image)
Attachment	Attachment or Subform (Attachment)
Member	Member, Subform (Member), orCreated User
Members	Members or Subform (Members)
Department	Department or Subform (Department)
Departments	Departments or Subform (Departments)

c. If there are some differences between fields in the target form and those in the triggering form, handle the differences in the following ways:

Fields in Target Form	Fields in Triggering Form	Methods for dealing with some special cases
Upload one image maximum	Upload multiple images	Set the value of the triggering form’s first image to that of the target form’s image.
Upload one attachment maximum	Upload multiple attachments	Set the value of the triggering form’s first attachment to that of the target form’s attachment.
Display date	Display date and time	Set the value of the triggering form’s date field to that of the target form’s, and discard the time field.
Display date and time	Display date	Set the value of the triggering form’s date field to that of the target form’s, and set the time as 00:00:00.

2. Custom

a. If you select Custom in the target form, customize the created fields.

b. If you select Custom, set the fields in the target form in the following ways

Fields in Target Form	How to Set
Single Line, Multi Line, Radio, or Single Select	Enter the text.
Checkbox or Multi Select	Enter multiple texts and separate them by pressing "Enter".
Number	Enter number. If you enter NaN (not a number), it will be empty.
Date&Time	Click date/date&time.
Image	Click to upload image(s).
Attachment	Click to upload attachment(s).
Member or Members	Click to select member(s).
Department or Departments	Click to select department(s).

3. Empty

If you select Empty in the triggering form’s field, the created record in the form will be empty.

Note:
If you select Create Record in Configure Triggered Actions, and the target form is a workflow form, the workflow will be initiated automatically.

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