Example: Using the Insert Child Object Action

You can use the Insert Child Object action to create a child business object for a business object. For example, you can define an action to create a new task business object each time a change is set to logged.

See Insert Child Object Action.

Some of the field names given in this topic may differ in the Graphical Action Designer.

1.From the Configuration Console, click Build > Automation Tools > Quick Actions to open the Actions Manager workspace. The list of business objects that have actions appears.

2.Click Add/Edit for the business object. The application displays the Action Designer selection popup.

3.Select one of the following designers:

•Graphical Action Designer.

•Classic Action Designer.

4.Click the Create New Actions tab (Classic Action Designer), or New Actions tab (Graphical Action Designer).

5.Select the action type:

•In the Graphical Action Designer, drag the Create a Child Record action type onto the Design Area section.

•In the Classic Action Designer, click the Insert Child Object action type to open the Insert Child Object configuration page.

For information on using the Graphical Action Designer, see Using the Graphical Action Designer.
For information on using the Classic Action Designer, see Using the Classic Action Designer.

6.Enter information into the fields.

Field	Description
Enter action name	A unique name for this action.
Enter action description	An optional description.
Enter category	The category. Select from the drop-down list.
Publish to	The roles that need access to this action.
Child Object	The child business object. Select from the list. Fields from the task form appear as selections under the field name rows.
Web UI parameters	Generally for internal use only. Only used to post the child business object to the Social Board. This field takes only one expression: {socialshare:true, elementId: $(elementId)}. For example, in the Incident business object, this field is used in the Post Social Message Associated with Incident action (see Incident Actions (Uncategorized)).

7.Enter information into the fields to set the default values to appear in the default task.

For example:

Field	Value
Field Name	Choose Status.
Field Value	Choose Archived.

8.Click Add. In the new line, enter:

Field	Value
Field Name	Choose Summary.
Field Value	Enter New Task for $(ChangeNumber).

9.Click Add. In the new line, enter:

Field	Value
Field Name	Choose Owner Team to assign the new task to a team.
Field Value	Choose a team from the drop-down list.

10.Click Add. In the new line, enter:

Field	Value
Field Name	Choose LastModBy to update the Last Modified By field.
Field Value	Enter $(CurrentLoginId()).

11.Click Add. In the new line, enter:

Field	Value
Field Name	Choose LastModBy to update the Modified On field.
Field Value	Enter $(CurrentDateTime()).

12.Click Save.