Table of Contents

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  1. Preface
  2. Understanding Data Types and Field Properties
  3. Designing Processes
  4. Using and Displaying Data
  5. Designing Guides
  6. Designing Process Objects
  7. Designing Service Connectors
  8. Using Connectors
  9. System Services, Listeners and Connectors

2. Design

2. Design

Create Step

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 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:
  1. Choose the
    Input Fields
    tab and select the fields that you want to add to the object. Some are required, some are optional.
  2. 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.