Insert Parent Record Quick Action

About the Insert Parent Record Quick Action

The Insert Parent Record Quick Action block inserts a new record into a form or list as a parent record.

Parameters

You can access parameters for the Insert Parent 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

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 Insert Parent Record Quick Action block.

  • Click Insert Parent Record to open the workspace for the Graphical Action Designer.

    An image of the workspace for the Insert Parent Record Quick Action block.

    • Relationship: Select the relationship from the dropdown menu.

    • Field Name: Select the field name to update from the dropdown menu.

    • Value Expression: Enter the value to insert or use the Expression Editor to create an expression for the value.

Click Save to commit your settings.