Table of Contents

Search

  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 for the Account object:
You can view the input fields for the Salesforce account object.
To create new objects:
  1. Choose the
    Input Fields
    tab and select all the fields that you will be adding to the object. Some are required; others are optional.
  2. For each field name, set its source to one of the following values:
    Content
    ,
    Field
    , or
    Formula
    .

Using Reference Fields

Note that:
  • If you do not include a reference field on the
    Input Fields
    tab for the object you are creating, Process 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.)