Insert Object Action

About the Insert Object Action

Parameters

Actions

Graphical Action Designer: Create a New Record Quick Action

About the Insert Object Action

The Insert Object action 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.

Parameters

Some parameter field names may differ slightly in the Graphical Action Designer UI.

Field Description
Enter action name A unique name for the action.
Enter action description Optional. A description of what the action does.
Enter category Optional. The category. Select from the drop-down list.
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.

Actions

Button Action
or + Add Field Adds a field to the list.
Removes a field from the list. To delete a field in the Graphical Action Designer, click "X"at the top right of the Field Name entry in the Block section of Settings.
Save Commits your settings.
Cancel Exits without saving.