Add data process element

Level: beginner

Use the Add data element (Fig. 1) to automatically create new records in a specific object.

Fig. 1 The Add data process element

  

The records are added in the background, without opening any pages. This is useful for adding records automatically, without the user interference, or adding records to objects that do not have proper UI (e.g. a record page) for the user to populate them.

The Add data element will add records in any object, regardless of the access permissions of the user who runs the process.

The element has two modes (Fig. 2).

Fig. 2 Selecting a mode for an Add data element

   

Add one record

The element adds a new record in the specified object (section, detail or lookup) with the specified field values. For example, you can add the current user as a participant of an activity that triggered the process. The element will return only the Id of the added record. To retrieve the remaining data from the added record, use the Read data element after the Add data element.

Add selection

The element adds multiple records to the target object (section, detail or lookup) based on a filtered list of records (a "selection") from a reference object. The number and contents of the added records will depend on the records from the selection, namely:

• For each record of the selection, a new record will be created in the target object.
• You can populate fields of the new records with values from the corresponding records in the selection. To do this, select the Column from this selection option when specifying column values of the records to add (Fig. 3).

Fig. 3 Mapping column values of the new records to the columns from the selection

    

Use cases

Information on how to use each mode is available below:

• Add a single record
• Add multiple records

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See also

Process data

Work with data in a business process