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Create Step

Use the Create step to add new object instances. For example, if you work with an Account object, you can use the Create step to add a new account.

The Create step name can contain only alphanumeric characters, underscores (_), spaces, and Unicode characters.

The following image shows a Create step:

This image shows the Create tab with the Salesforce Account selected.

Perform the following tasks to create new objects:

Choose the

Input Fields

tab and select the fields that you want to add to the object. Some are required, some are optional.

Set the source to one of the following values:

Content

Field

Formula

, or

Screen

Use the

Edit Screen

option to place the fields and labels or prompts for the user, if any.

Using Reference Fields

Note the following information about reference fields:

If you do not include a reference field on the

Input Fields

tab for the object you are creating, Guide Designer uses the value of the current object at runtime.

Reference fields for the Applies To
object are set if they are not set explicitly in the Input tab.

When the content of a reference field is set to empty, it is not included in the create statement. This prevents problems that might occur when explicitly setting a field to empty or null could violate data constraints.

Adding Guide Steps

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Design

Design

Create Step

Create Step

Using Reference Fields