FAQs in this section
Can I reorder the sequence of workflow actions? Can I attach a file in an email sent via a workflow? How can I send emails using workflows? How do I create a workflow? How do I delete sample (default) workflows? What are Workflows? Can I create a workflow to perform different actions based on different values of a picklist field? What is the difference between normal and scheduled workflows? Can I trigger a workflow at a specific date? What are Scheduled Workflows? What are Multi-path Workflows? What is a workflow trigger? What are Workflow entry criteria? What is a workflow action? What are the benefits of using Workflows? How many standard workflows can I create? How many multi-path workflows can I create? How many actions can I include in a standard workflow? How many actions can I include in a scheduled workflow? How many actions can I have in a multi-path workflow? What are the types of workflows available in Vtiger? What are the different components of a workflow? Is it mandatory to specify entry criteria for a workflow? Can I create a workflow without any entry criterion? I want my workflow to consider only weekdays while checking conditions. Is this possible? Can I obtain the date on which a contact has subscribed to email marketing? Can I obtain the time at which a contact unsubscribes from email marketing? How does the Update Fields workflow action work? How does the SMS Task workflow action work? Can I automate the creation of records in the CRM? Is there a way to automatically update fields when a certain event occurs? Can I automate the sending of an SMS? How do I set up the Update Fields Workflow action? How do I set up the SMS Task workflow action? How do I modify existing workflows? Can I deactivate a workflow if I do not need it? Can I insert an email signature while configuring the Send Mail action in workflows? What is the maximum size of the files that I can attach in a workflow's Send Mail action? How do I invoke a custom function using workflows? What does the Create Task action in Workflows do? What does the Create Event action in Workflows do? How do I automate the creation of events? Can I create recurring events using workflows? Can I automate the sales process in Vtiger? I do not have Write permission. Is there a way I can still create records? How many scheduled workflows can I create?
How does the Create Record workflow action work?
Table of Contents
The Create Records workflow action creates records in a module when triggered. For example, you can create a workflow that creates a record in the Deals module when a lead’s Status = Hot.
Follow these steps to set up the action:
- Click the Add Action drop-down.
- Select Create Record.
- This opens a window where you must enter record details.
- Enter the Action Title.
- For example, Create a deal.
- Select Deals from the Create a record in drop-down.
- Enter the values on the right for the fields mentioned on the left.
- Click on the text area on the right.
- Select Raw text from the drop-down.
- Click on Select an option or type the field value.
- Click Save.
- Click the +Add Record Field button to add a new field from the Deals module.
- Follow the steps above to fill out all the mandatory fields.
- Click Save to save the action.
- Click Save to save the workflow.
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