Create a record

Create a record

This action allows you to create a new record in your base when the trigger event occurs to perform the automation.

 

In the below example, as part of our content creation process, we have a table consisting of all the content that needs to be reviewed by the manager. What if we want to create a separate table that shows only the list of content that is approved upon the review process? This can be achieved using Create record.

 

Choose a trigger

a) Choose the table Content Review which shows the complete list of content to be approved.

b) Choose the trigger, When a record is updated.



Choose a trigger gif

 

Customize the condition

Click on +Add Condition to set a condition where the trigger sets off every time the field, Approved is ✔(checked).



Customize condition gif

 

Add the action

a) Click + Add action and choose the action Create Record. Choose the table Completed (where the new record will be created).

b) Click + Choose field

c) From the combo box, click the + icon to choose the desired field value(s) that you want to populate into the Completed table we created. You can choose as many fields as you prefer.


InfoNote: Ensure that you enable automation to complete the process.

See it in action

In the below GIF, you can see the list of approved contents created as new records in a separate table Completed.


GIF - Showing Action & Automation output