What Is the Open Add Data Page Node?
The Open Add Data Page node is available in Automations Pro when triggered by a custom button. With this node, you can click a custom button in a form to quickly open the relevant business form page for creating new records.
Key differences from the “Custom Button – Add Data” feature:
Wider field mapping capabilities: Through Pro’s advanced design features (e.g., query single/multiple records, calculation nodes, etc.), you can flexibly map data from previous nodes to the target form’s fields.
Continuous business execution: After creating the data, Pro automatically proceeds with subsequent nodes, enabling more complex workflows.
Centralized and flexible configuration management: Field value changes or business process adjustments can be configured and maintained within the same Pro flow. This offers greater flexibility, but also increases the complexity of configuration.
Where Can You Use It?
Inventory and Sales Management: In a sales order form, add a custom button that triggers Pro to open an outbound order form. Selected sales order details are automatically filled into relevant fields.
Procurement Management: In a purchase order form, use a custom button to trigger Pro to open a purchase expense form and instantly add a new expense record.
Financial Reconciliation: In a customer information form, configure a custom button to trigger Pro, verify billing data for a specific period, and open the reconciliation detail form with accounts receivable details pre-filled.
What Does It Look Like?
For example, in the customer info form, you can quickly open and populate accounts receivable and reconciliation details.
How to Configure It?
After creating a new Automations Pro when setting the custom button, you will be taken to the design page. Once the trigger node is configured, you can add and configure the action node.
Step 1 Adding Node
After the Pro flow is triggered via a custom button, add the Open Add Data Page node after the required preceding node.
Step 2 Selecting Target Form
Choose the target form from the current app or another app. This is the form that will open for data entry.
Step 3 Setting Default Field Values
You can prefill all or specific fields in the target form. If the target form contains a related form, default values can be set separately for the master form and related form.
Notes:
1. Fields not supported for default values include: Divider, Select Data, Query Data, Signature, Serial No., Button, Aggregation, and system fields (submitter, submission time, update time).
2. For related form fields set from Field Values:
Subform fields cannot be set.
Lookup fields within the Related Form field only support Data ID or matching related data from the same master form in a previous node.
Other fields support mapping from single or multiple value sources.
More to Know
General Restrictions
1. Open Add Data Page node can only follow Query Record, Query Records, Add Formula, or Add Path nodes. It cannot be used inside a loop container.
2. This node cannot be copied.
3. Only one Open Add Data Page node can be added per Pro flow.
4. If the Pro flow fails at this node, it cannot be retried.
5. If no action (submit/cancel) is taken within 1 hour of opening the page, the node will time out and fail.
6. Image and Attachment fields can only be set as Field Value or Empty — no custom values.
7. Draft saving is not supported.
8. When assigning values to subform fields, you should follow Subform Assignment Rules. Conflicting fields will be hidden in the selection panel. You can reveal all fields by clicking Show All Fields.
Field Value Types
Field values can be set as:
Field Value
Custom
Empty
Note:
Field Value refers to values stored in previous nodes (trigger or action node).
Field Value
1. Field values of the target form can be set as the pre-node field values, which means applying the data stored on the pre-node in the Automations Pro to the corresponding fields of the target form.
2. Supported sources: trigger node, Query Record, Query Records, Add Formula node. Values stored in multiple preceding nodes can all be referenced.
3. For different types of target form fields, the preceding nodes can be set as:
Target Form Field | Preceding Node Field |
Single Line Single Select Radio | Single Line, Single Select, Radio, Extension, Serial No., WeChat nickname, WeChat OpenID, Text-type calculation in Add Formula node |
Multi Line | Multi Line, Single Line, Single Select, Radio, Serial No., WeChat nickname, Extension, WeChat OpenID, Text-type calculation in Add Formula node |
Number | Number, Aggregation, Text-type calculation in Add Formula node Number of entries ( only quoted from Query Record and Query Records node) |
Checkbox Multi Select | Checkbox, Multi Select |
Date&Time | Date&Time, Submission Time, Update Time, Trigger Time, Date-type calculation in Add Formula node |
SubForm | SubForm |
Image | Image |
Attachment | Attachment |
Member | Member, Submitter, trigger person |
Members | Members |
Department | Department |
Departments | Departments |
Lookup | Lookup, Data ID For details, see How to Use the Lookup Field in Automations Pro? |
4. When the following differences happen, it will be treated as a special case.
Target Form Field | Preceding Node Field | Solution |
Date&Time field only displays the date. | Date&Time field displays both the date and time. | Assign the date from the Date&Time field in the preceding node to that in the target form, and discard the time. |
Date&Time field displays both the date and time. | Date&Time field only displays the date. | Assign the date from the Date&Time field in the preceding node to that in the target form, and set the time as 00:00:00. |
Custom
1. You can customize the field value in the target form.
2. For different types of target form fields, ways for setting the custom value differ:
Target Form Field | Setting Method |
Single Line, Multi Line, Radio, Single Select | Enter the text directly. |
Checkbox, Multi Select | Multiple texts can be entered and separated by "enter". |
Number | Enter the number directly. Non-numeric value will be reset as empty. |
Date&Time | Select date/date&time directly. |
Member, Members | Select the member. |
Department, Departments | Select the department. |
Empty
You can set the field value in the target form to Empty.