Create Record using the “Records – Create Record” Action
Introduction
In this tutorial, we will guide you through the process of using the “Records – Create Record” action. This action allows you to create a new record in your specified system. We will cover the steps to configure this action in Power Automate and Nintex Automation Cloud.
Inputs and Outputs
Inputs
| Parameter Name | Description | Type | Required | Example Value |
|---|---|---|---|---|
| recordType | The type of the record to create | string | Yes | “Customer” |
| recordData | The data for the record in JSON | object | Yes | {“name”: “John Doe”, “email”: “john.doe@example.com“} |
Outputs
| Parameter Name | Description | Type | Example Value |
|---|---|---|---|
| recordId | The ID of the created record | string | “12345” |
| recordLink | A link to the newly created record | string | “https://example.com/records/12345″ |
Power Automate
To configure the “Records – Create Record” action in Power Automate, follow these steps:
- Open Power Automate: Navigate to Power Automate and log in with your credentials.
- Create a New Flow: Click on “Create” and select “Automated Flow” or “Instant Flow” based on your requirement.
- Add a Trigger: Choose a suitable trigger for your flow. For example, you might use “When a new item is created in SharePoint”.
- Add a New Step: Click on “New step” to add an action to your flow.
- Search for the Action: In the action search bar, type “Records – Create Record”.
- Select the Action: Select the “Records – Create Record” action from the list of actions.
- Configure Inputs:
- Record Type: Enter the type of record you want to create (e.g., “Customer”).
- Record Data: Provide the data for the record in JSON format (e.g.,
{"name": "John Doe", "email": "john.doe@example.com"}).
- Save the Flow: Once you have configured all necessary inputs, save your flow.
- Test the Flow: Run a test to ensure the flow works as expected and creates the record in your system.
Nintex Automation Cloud
To configure the “Records – Create Record” action in Nintex Automation Cloud, follow these steps:
- Open Nintex Automation Cloud: Navigate to Nintex Automation Cloud and log in with your credentials.
- Create a New Workflow: Click on “Create Workflow” to start a new workflow.
- Add a Start Event: Choose an appropriate start event for your workflow. For example, “Form Submission”.
- Add an Action: Click on “Add an Action” to insert a new action into your workflow.
- Search for the Action: In the action search bar, type “Records – Create Record”.
- Select the Action: Select the “Records – Create Record” action from the list.
- Configure Inputs:
- Record Type: Enter the type of record you want to create (e.g., “Customer”).
- Record Data: Provide the data for the record in JSON format (e.g.,
{"name": "John Doe", "email": "john.doe@example.com"}).
- Publish the Workflow: Once all inputs are configured, publish your workflow.
- Test the Workflow: Initiate a test to ensure the workflow runs correctly and the record is created in your system.
Conclusion
In this tutorial, we have covered the steps to use the “Records – Create Record” action in both Power Automate and Nintex Automation Cloud. By following these steps, you should be able to successfully create new records in your system using these automation platforms. If you encounter any issues, refer to the platform-specific documentation for additional support.
