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WorkPoint Automate - Create item

Article last updated 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 List Item step is used to create items in lists. Examples of an item could be a risk, a task, or similar, but it can also be used to create documents in libraries, e.g., documents from templates. It typically takes input from an Item Form step in which users provide meta data for the item. The Create item step then takes that meta data and creates an item from it in the specified location.

The following image shows a process which includes the Create List Item step (renamed to "Create Task"):

WorkPoint Process Builder - Google Chrome

The following image shows an example of the options of the Create item step:

Step specific properties

Parameter name Type Required Description
Options
Business module String Yes Use this field to select on which business module to create an item.
Entity String Yes Use this field to select on which entity to create an item
List String Yes Use this field to select the list in which to create an item.
Existing document output behavior String No Use this field to define what should happen if this step attempts to create an item in a location where an item with the same name already exists. Options are:
  • Cancel: The item creation action is cancelled.
  • Overwrite: The new item overwrites the existing item.
  • Rename: The new item is created with a numerical suffix added to the name.
Content Type String No
Use this field to select which content type this step creates.
Folder String No
Use this field to select a folder in which to put the new item.

Template (Used if this step is used to create items based on a template from a template library)
Template list String No Use this field to define the template library which holds the template to be used for the item being created.
Template item id Integer No
Use this field to define the ID of the template from the template library to be used for the item being created.
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