1. Using B2C Service
  2. Edit Create Attributes

Edit Create Attributes

The Create element is used to create a new record in the workflow. After you add this element to your flow diagram, you can edit its attributes to specify the field values, a confirmation message, and a name for the record you are creating.

Workflows that contain Create elements can create records even when used by staff members who do not have permission in their profile to create records of the same type. For example, a staff member who does not have permission to create an incident can still be associated with a workflow that results in the creation of an incident, and the incident audit log will show the staff member as the creator of the incident.
  1. From your open workflow, click a Create element on the canvas.
    The Element Tools tab displays on the ribbon.
  2. Do one of the following:
    • Click Set Fields. The Set Fields window opens.
    • Double-click the Set Fields element.
  3. Click Add Field to add a field to the element.
  4. In the Fields column, click the Select a Field drop-down list and select the field you want to set.
  5. In the Value column, enter the value that you want to set the field to.
    In addition to setting explicit (absolute) values, you can set relative values for some field types by adding or subtracting (or appending or prepending) a value to the previous field value. See Relative Field Values.
  6. To remove a field you have added, click Remove in the Action column.
  7. Click OK. The field and value you selected display in the text box next to the Set Fields button.
  8. To display a confirmation message when the field is set, click Confirmation Message and enter the message.
    1. Click OK.
  9. To name the record, click New Record Name and enter the name in the working record label. The new record name appears in the Working Record button group for elements of the same record type.
    Note: When a new record is created with the Create element, it is not yet saved to the database. To ensure the record is saved, be sure to open the working record in a workspace that has the Save button enabled or follow the Create element with a Save element. See Save Attributes.