[Block] - Create entry (Perform)

[viti]

Hi

Let’s see how to create an entry (a record) from one module to another module using ‘Perform’ action in the automation block.

Scenario: Create an employee when a new application is submitted.

Module A: Applications

Information in Application module.

Module B: Employee

Information in Employee module.

Add automation into the ‘Create’ in Applications module.

1. Click ‘Do After’

2. Drag & drop actions

3. +Add Action
4. Choose ‘Perform’

5. Module: choose ‘Employee’
6. Activity: create
7. Click ‘Expand property’ - to set the value in employee based on applications information.

8. Click ‘OK’ and ‘Save’ module.

Overview of automation block

Result

Submit new application.

Automatically create an employee record

Other related topic:

Block - Create entry (Set Value)

Example: When executing an activity in a module, create a new entry in another module by setting some value. Module: Block 1 & Block 2 (For example) I created an activity called ‘Create Block 2 Entry’ in the Block 1 module. Go to Block 1 > Activity: Create Block 2 Entry > Automation When performing Create Block 2 Entry, do Automation After executing Drag & drop Action block Click + Add Action Select ‘Form’ Select ‘Module’: Block 2 Select ‘Activity’: Create Click ‘OK’ [screenshot-2022.03…