Create a New Record Quick Action

About the Create a New Record Quick Action

The Create a New Record Quick Action block inserts a business object into a form or list, such as a new incident, field value, or a note. Use this action to add levels of granularity, constructing additional expressions restricting the viewing and usage of the action to certain field states.

The Classical Action Designer lists this action as Insert Object.

Image of the Create a New Record block in the graphical action designer

Parameters

You can access parameters for the Create a New Record Quick Action block using the Block and Common tabs of the Settings pane. For more information on the Common tab settings, see About Record Quick Actions.

Block Tab

  1. Access and configure block-specific parameters on the Block tab of the Settings pane.

    Image of the Block tab of the settings pane for the create a new record quick action block

    • Business Object: The business object to insert. Select from the drop-down list. The fields that appear are based on this value.
    • Field Name: The name of the field.
    • Field Value: The value of the field.
    • Add Field: Adds a field to the list.
  2. Click Save to commit your settings.