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WorkPoint Automate - Create entity

Article published on the 7th of November, 2022.

The contents of this article may be subject to change due to ongoing development of WorkPoint Automate.

The Create entity step is used to create entities such as companies or projects in a WorkPoint solution. Typically, it takes the output from an Entity form step (or a custom form) and uses the data from the form as input to create a new entity in the selected business module.

A setup using an Entity form step which feeds information to a Create entity step is shown in the following image:

WorkPoint Process Builder - Google Chrome

The following image shows the settings for the Create entity step:

WorkPoint Process Builder - Google Chrome

Parameters

Parameter name Type Description
Title String Use this field to give the step a friendly title.
Description String Use this field to give the step a description of use.
Name String Use this field to give this step a unique name used for identification.
Step Input Object Use this field to select an output from a previous step as input for this step.
Business Module String Use this field to select on which business module to create an entity.
Create site behaviour Boolean Use this field to select if a site should be created for the new entity.
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