Article published on the 16th of December, 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:
The following image shows the settings for the Create entity step:
Parameters
| Parameter name | Type | Required | Description |
|---|---|---|---|
| Options | |||
| Business module | String | Yes | Use this field to select on which business module to create an entity. |
| Create site behaviour | Boolean | Yes | Use this field to select if a site should be created for the new entity. |
| Stage model | String | No | Use this field to define in which stage model the new entity should start. |
| Stage | String | No | Use this field to define in which stage the new entity should start. |
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