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action type - create record [2016/09/14 14:19] (current)
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 +====== Create Record ======
 +Create [[Record|record]] actions are used to automatically create a new record in whichever [[Table|table]] is specified.
 +===== Explanation =====
 +Create record actions are used whenever a record should be created automatically without user input or whenever the user-input information was obtained beforehand.  ​
 +Additional actions can be attached to a create record action on either the red global [[Automation Trigger|automation trigger]] or the yellow local trigger. ​ Actions on the global trigger will run anytime a record is updated in this table throughout the application. If you only want these actions to run the first time a record is added, ​ use [[Action Type - Record Operation|an evaluation]] to check the current operation is "​Add"​. ​ Actions on the local trigger will run during this instance of the create record action only, so no evaluation is required. ​ Actions on either trigger will inherit the [[Context|context]] of the record which will be created when the action executes. ​
 +{{ :​action_create_record_drop.png?​direct&​600 |}}
 +Example: Suppose someone wished to create a corresponding Contact record whenever a User record was created. ​ They would simply create an [[Action Type - Record Operation|What operation is a record undergoing?​]] evaluation on the User table'​s global trigger to ensure the User is being added. Then inside the "​if"​ part of the evaluation, create a record create action to create a Contact record. ​ They would then create a series of [[Action Type - Set Field Value|set field value]] actions attached to the record create action on the yellow local trigger to copy pertinent data from the User to the Contact.
 +===== Settings =====
 +==== Select the Table to create a Record in ====
 +When this action runs, it will create a single record in the specified table.
 +{{ ::​action_create_record_edit.png?​direct&​600 |}}
 +==== Disable associated Table Actions ====
 +Check this box to disable all actions associated with the table the record is getting created in. Actions locally associated with this create record action will still run.
 +==== Describe this action ====
 +Useful as a comment, this description will overwrite the automatically generated description in the [[Action Manager|Action Manager]].
 +==== Queue this action and children ====
 +When an action is [[Action Queue|queued]],​ the subsequent actions continue to process without it. Meanwhile, the queued action and its children process separately. Queue actions that you don't want a user to wait for.
action type - create record.txt ยท Last modified: 2016/09/14 14:19 (external edit)
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