Create Record

Configuring the Create Record Action

The Create Record action allows you to create a new record as part of a workflow. This can be configured within a transition or stage logic to automate record creation when certain conditions are met.

Prerequisite

Before using the Create Record action, ensure that at least one linked entity has been set up. You can follow this guide to configure linked entities.

Setting Up the Create Record Action

1. Navigate to the relevant Transition or Stage Logic in your workflow.

2. Click the Add New Action button.

3. From the dropdown, select Create Record.

4. Choose the type of record you want to create (e.g., Third-Party Tiering Assessment).

5. Click the Done button to save your action.

Deleting the Create Record Action

1. Navigate to the configured Create Record action in your workflow.

2. Click the action to open its details page.

3. On the action details page, click the red trash icon to delete the action.

This ensures the action is removed from the workflow.