Create Record

If you want to create a record in your workflow process, all you need is the action “Create Record” inside your workflow.

After opening your workflow process inside the “Flow” module, to add the action “Create Record” inside the FLOW section:

Then the following screen will open:

In our example, we choose the model “DeepService – Operation” because we want to create a new Operation (or ticket).

Inside the expression we set the “Type” field equal to the Service Type “Change” and we set the “Status” field equal to “New”.

In our case, the final outcome will be the creation of a new Change request with some precompiled fields.

All the variables were dragged and dropped from the right section inside the trigger variables.

For example, the “Title” and the “Requester User” of the new change were taken from the Operation that has triggered the process.