Insert Multiple Child Record Quick Action
About the Insert Multiple Child Record Quick Action
The Insert Multiple Child Record Quick Action action inserts multiple child records 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.
You can access parameters for the Insert Multiple Child 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.
Access and configure block-specific parameters on the Block tab of the Settings pane.
- Click Insert Child Records to open the workspace for this action block in the Graphical Action Designer.
Child Record: Select from the dropdown menu to select the name of the child record to insert. The fields that appear next are based on this value.
Quantity: Enter the quantity of child records you want to insert, or use the Expression Editor to construct an expression to calculate the value to insert when you run the Quick Action.
Field Name: The name of the field.
Field Value: The value of the field (you may use the Expression Editor to construct an expression to calculate the value or enter a number).
Click the + icon to add a field to the list.
Click the delete icon to remove a field from the list.