Automatically creating a record in a module when you create a record in the another module

[rsp]

Hello all,

I want such a functionality that it should automatically create a record in a particular module when you create a record in the another module.

Is there any way to achieve it?

Thanks in advance!

[pgr]

Yes, it’s called “Workflows”

[rsp]

Workflows

Cool! Could you please give few steps to achieve that functionality?

[pgr]

Sorry, no, I’ve already written documentation on this and I don’t think I need to write it again. Just read, play around, you’ll learn, it’s not that hard.

[rsp]

Thank you pgr! I will try it out.

[chris001]

To get your started:

1. Go to Admin, Developer Tools, Workflow Manager.
2. Create Workflow.
3. Enter Name. For example, For new Opportunity create Call. This will be your 2 modules.
4. For this example: Workflow module: Opportunities.
5. Run on: New records.
6. Add Condition
7. Module: Opportunities, Field: Date Created, Operator: Equal To, Type: Date, Value: Now.
8. Add Action.
9. Select Action: Create Record, Record Type: Calls, Name: New Opportunity call.
10. Add Field… Add Relationship…
11. Save.

[pstevens]

Another thing I do often is create a checkbox in a module, for example Opportunities and if the Opportunity= Stage Won and the checbox is checked, I create a Project record copying all the data over from the Opportunity to create a new project for the Ops team. This is all done with workflow.

You simply use the option to create a new record as the action, and select the module, then equate the fields, its pretty straighforward.

[dhuntress]

Here’s an example of something I’ve done that will create a task on contact creation for a 4 week review.

That should get you started