3.1 Create entities

This action allows you to create entity records present within the system (basic or custom modules).

For each individual field, a static or dynamic value (thus taken from the entities involved in the process itself) can be set (Figure 1)

Figure 1

To select a dynamic value, the system provides the “Select Option” picklist from which the entity fields of the modules involved within the process can be accessed (Figure 2)

Figure 2

CAUTION: For the “Picklist” and “User” type fields, in order to use the “Select Option” field you must first select the “Other” picklist item available on the left (Figure 3)

Figure 3

PLEASE NOTE: the system automatically performs a filter based on the source field from which the “Select Options” picklist is being consulted, consequently it will only show fields whose type can be accepted by the source field.

If, for example, within the “Connected to” field of the Customer Care form I wanted to enter the contents of the “Last Name” text type field of the Lead form, the system will not make that field available, this is because it will only allow selection of the columns of the “Related to” type table field. (Figure 4)

Figure 4

Also, again from the Create Entity action, we have the option of triggering a re-direct to the newly created entity or to an entity involved in the process. (Figure 5)

Figure 5

Clicking on the “New Entity Created” button will redirect the user to the new record created in this specific action.

Instead, selecting the ID of one of the other entities involved in the process will redirect the user to the record of that specific form.