Business process setup guide (BPMS)
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How to create a new connected record

As part of process workflow, you can add records to system sections using process element parameter values.

Example

After registering a new opportunity, the user must add an order for the opportunity. The fields on the new order page must be populated with the opportunity data.

To set up default field values for a new order page:

1.Add the [Open edit page] element to the outgoing sequence flow of the “Add opportunity“ element (Fig. 1).

Fig. 1 Adding [Open edit page] element for order registration

scr_process_creation_designer_edit_page_new_after_sale.png 

2.Populate the [Open edit page] element setup area (Fig. 2).

Fig. 2 Populating the element setup area

scr_process_creation_designer_add_document_opportunities.png 

a.Enter element caption.

b.In the [Which page to open?] field, select “Order edit page“.

c.In the [Editing mode] field, select the “Add new record“ option.

d.In the [Which default values to set in the fields of new records?] click [Add field].

e.Select the [Opportunity] column (Fig. 3).

Fig. 3 Selecting the [Opportunity] column to populate on a new page

scr_process_creation_designer_choose_opportunity.png 

f.In the parameter value menu, click [Process parameter] and select the [Create opportunity] element as the source of the parameter value.

g.In the right area of the parameter value window, select [Record Id] (Fig. 4).

Fig. 4 Selecting a record id of an earlier created record

scr_process_creation_designer_edit_page_choose_source.png 

Note

Record Id (record identifier) is a unique code used to identify records in the database.

h.Click the [Select] button.

3.Save the process.

As a result, when this process item is executed, a new order record will be created. In the [Opportunity] field of the order the needed opportunity will be specified.

Next

How to edit records

How to manage completion conditions for the [Open record page] element

See also

[Open edit page] process element

Process parameters

Elements and flows

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