Step 2 Create the Create Record Action

Use the Create Record action to create a new record. The record type you create does not need to be the same type as the record in the workflow. In this example, use the Create Record action to create a Phone Call record in the Review Order state. For more information about this example, see Creating and Subscribing to a Record.

To create a Phone Call with the Create Record action:

1. If you have not already done so, create the workflow field. See Step 1 Create the Workflow Field.

2. In the diagrammer, select the state, click New Action in the context panel, and click Create Record.

3. In the Workflow Action window, select Exit for the Trigger On property.

   The action executes when the record leaves the Review Order state.

4. In the Parameters section, enter the following properties:

   Property	Value
   Record Type	Phone Call
   Store Result In	bikerepair.phonecall (Workflow)

5. In the Parameters section, enter each of the following properties and click Add:

   Field Column	Value Column	Value	Explanation
   Title	Text	New bike request to confirm	The title of the Phone Call record.
   Assigned	Value Field	Owner	Dynamically set the Assigned field of the Phone Call record to the user that creates the Bike Repair record in the workflow.
   Message	Text	Please contact the following customer	Tell the assignee of the Phone Call record to phone the customer.
   Company	Value Field	Customer	Dynamically set the Company field on the Phone Call record to the customer for the Bike Repair record.

6. Click Save.

7. To continue with this example, go to Step 3 Create the Subscribe To Record Action.

Related Topics

Creating and Subscribing to a Record

Step 1 Create the Workflow Field

Step 3 Create the Subscribe To Record Action

Step 4 Create the Conditional Transition

General Notices