Business process setup guide (BPMS)
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How to add a single record

You can add a new record to an object using the [Add data] element in the “Add one record” mode. For example, you can add current user as a participant of an activity that triggered the process.

To add a single record, populate the fields of the [Add data] element in the following way (Fig. 1):

Fig. 1 The [Add data] element setup page in the [Add one record] mode

scr_chapter_bpms_data_add_one.png 

1.Select an object to which the records will be added. For example, to add a record on the [Participants] detail of an activity page, you need to select the [Activity participant] object.

2.In the [What is the data adding mode?] field, select “Add one record”.

3.In the [Which column values to set?] field, add the columns that must be populated for the new record:

a.Click [+ Add field] and choose an object column from the list. A new field will be added in the [Which column values to set?] block. For example, when adding activity participants, you need to specify the activity and the participating contact.

b.Click the btn_process_element_settings_lookup00006.png icon in the field and populate its value using standard functions of the Process Designer. For example, when adding an activity participant, add an [Activity] column and map it to a parameter that contains the Id of the needed activity, then add a [Participant] column and populate it with the needed contact (to specify the contact of the user who runs the process, click btn_process_element_settings_lookup00007.png and select [Current user contact]).

As a result a new record will be added to the specified object. The record columns will be populated according to the settings in the [Which column values to set?] block. The other columns of the new record will be populated with default values or remain empty.

See also

[Add data] process element

Process parameters

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