Creating CRM Workflow Entity

CRM Workflows support a create entity step action that can be added and defined in the CRM Workflow Designer tab. The Create Entity step creates a new entity record. The new record is created based on the step definition. All string, datetime, and key properties types can be assigned both @mention values and static text to create complex result strings.

Note: Relationship-based properties are not available to define when creating or editing an entity.

If an entity requires a relationship-based property and the business logic do not provide a default value for that property, then that entity can not be created and the step fails and proceed to the step defined for Error.
Any parent relationships for the new entities are automatically assigned if they match the current workflow entity.

To define a CRM Workflow Create Entity step:

Click Integration > Integrations on the Navigation bar. The Integrations list page is displayed.
Click CRM Workflow. The corresponding Integrations detail view is displayed.
Click the Workflows tab.
Click the Workflow Name. The CRM Workflow Definition detail page is displayed. SeeCRM workflow Properties tab.
Click the Workflow Designer tab.
Click the Settings icon to define or edit the step for creating entity.
Specify this information in the General tab:

Caption

The text that displays as a label for this step.

Delay Duration

A numeric value for a number of days, hours, or minutes after the previous step to delay before this step is triggered.

Delay Increment

Thet Days, Hours, or Minutes, Hours, or Days after the previous workflow step to delay before this step is triggered.

Edit Condition

Define condition criteria that must display before the step is triggered. See Defining CRM Workflow step conditions.
Define the entity options using the Create Entity Options tab:
1. Entity
  Click the Search and use the Lookup to find and select the entity to be associated with the step, and then click OK.
2. Entity Properties
  Click the Search and use the Lookup to find and select all of the required properties to define for the new entity, and then click Add Selected.
  - To add additional properties, click the Search and use the Lookup to find and select all additional properties. The selected properties are added to the list.
  - To remove a property from the list, click the Remove next to the property to be removed.
3. Define each of the Selected Properties by typing or selecting the desired information to be set when the entity is created.
  - For string properties you can type a static value or use the @mention user interface to select a token from the popup listing to include dynamic application content. Type the ‘@’ character followed by a portion of the required token content.
  - For date or time properties you can type a static value or use the @mention user interface to select a token from the popup listing to include dynamic application content.
    - For static values: You can use any of these supported date and time formats:
    - 05/01/2009 14:57:32.8
      
      2009-05-01 14:57:32.8
      
      2009-05-01T14:57:32.8375298-04:00
      
      5/01/2008
      
      05/01/2008
      
      5/01/2008 14:57:32.80 -07:00
      
      1 May 2008 2:57:32.8 PM
      
      Fri, 15 May 2009 20:10:57 GMT
      
      2023-11-05T13:15:30Z
      
      For dynamic values: Type the ‘@’ character followed by a portion of the desired token content.
      For a date and time field, you can also specify a day incrementor using a date @mention token. For example, $CurrentDate +7 calculates the date as 7 days after the date the step is triggered.
    - Select or clear the check box for Boolean properties.
    - For numeric properties, type a number or use the up and down arrows to select a number value.
    Note:
    
    You must define any required properties or the created entity step fails.
    
    If a property type is not supported the text Property type is not supported is displayed and the application recommends removing that property from the list.
Click OK
Note:
- Create and define next step if the update entity step completes:
  - Click Add in the Create Entity step.
  - Click Complete in the Select a result window.
  - Select the step action to update.
  - Click Settings to define the step.
- Create and define next step if the update entity step results in an error:
  - Click Add in the Create Entity step.
  - Click Error in the Select a result window.
  - Select the step action to update.
  - Click Settings to define the step.