Creating Record

Introduction

Functions

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 met in the triggering form.

Application Scenarios

  • In products purchasing and storing, a record will be automatically added to the warehouse entry through Automations when the purchasing flow is completed.
  • In equipment maintaining, 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 notifications receiving can be initiated through Automations, and the approver set as the recipient.

Preview

In products 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.

Setting Procedure

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

Selecting a Triggered Action

Select Create Record.

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.

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.

Notes

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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