Data Access - Add Records

This guide will help you with the following:

Overview
Return
Syntax
Things to keep in mind
Applicable data-type and expression for each field
Example

Overview

The add record deluge task creates a new record with given values in the specified form.

Return

This task returns the ID of the created record. It is of NUMBER data type.

Syntax

<variable> = insert into <form_link_name>
[
<field_link_name>=<expression>
<field_link_name>=<expression>
<field_link_name>=<expression>
];

Things to keep in mind

Scripts written in the On Validate and On Success workflow section of the form specified in "Add Record" task will not be executed.
If a field is not specified in the "Add Record" task, and that field has "Initial value" property defined, the value will be assigned to that field by default.
If "No Duplicate Values" is selected, and a duplicate value is specified in the "Add Record" task, the script execution will fail.

Applicable data type and expression for each field

Field Type: Name

Data type: Text

Points Note:

You must specify only the link name of the "Name" field when assigning it a value copied from another "Name" field.
In all other cases, you have to give the values for its sub-fields separately as given below:
<field>.prefix: denotes the "prefix" field.
<field>.first_name: denotes the "first_name" field.
<field>.last_name: denotes the "last_name" field.
<field>.suffix: denotes the "suffix" field.
You can add the above mentioned sub-fields even if they are not selected in the field's property.

Note:

If more than one Name fields are present in the form, the link names of the subsequent name sub fields will be appended by a number starting from 1. So, if we take the example of the subfield <field>.prefix, the link name of the first such field will be <field>.prefix, the link name of the second such field will be <field>.prefix1, the link name of the third such field will be <field>.prefix2, and so on.

Field Type: Email

Data type: Text

Points Note:

The format of the specified email address must be valid. If the format of the specified email address is invalid, execution will be stopped during runtime.
The number of characters in the value should not exceed the length specified in the "Character maximum" field property. If it exceeds, execution will be stopped during run-time.

Field Type: Address

Data type: Text

Points Note:

You must specify only the link name of the "Address" field when assigning it a value copied from another "Address" field.
In all other cases, you have to give values for its sub-fields separately as given below:
<field>.address_line_1: denotes the "Address Line 1" field.
<field>.address_line_2: denotes the "Address Line 2" field.
<field>.district_city: denotes the "City / District" field.
<field>.state_province: denotes the "State / Province" field.
<field>.postal_Code: denotes the "Postal Code" field.
<field>.country: denotes the "Country" field.
<field>.longitude: denotes the "longitude" field.
<field>.latitude: denotes the "latitude" field.
You can add the above mentioned sub-fields even if they are not selected in the field's property.

Note:

If more than one address fields are present in the form, the link names of the subsequent address sub fields will be appended by a number starting from 1. So, if we take the example of the subfield <field>.country, the link name of the first such field will be <field>.country, the link name of the second such field will be <field>.country1, the link name of the third such field will be <field>.country2, and so on.

Field Type: Phone

Data type: Text

Points Note:

Value can be specified with or without the country code, even if the "Country code options" and "Default country code" field properties are not selected.
Special characters like (), and - are supported to accept different phone number formats of various countries.

Field Type: Single

Data type: Text

Points Note:

The number of characters in the value should not exceed the length specified in the "Character maximum" field property. If it exceeds, execution will be stopped during run-time.

Field Type: Multi-line

Data type: Text

Points Note:

The value can be plain text of maximum 64 kb size.

Field Type: Number

Data type: Number

Points Note:

If the number of digits specified in the value exceeds the length specified in the "Max Digits" field property, the extra digits will be trimmed from the right.

Field Type: Date

Data type: Date-Time

Points Note:

All days in a week can be specified as value, irrespective of the selected days in "Allowed Days" property.
Time value, if specified, will not get added.

Field Type: Time

Data type: Time

Points Note:

Values ranging from 0 to 23 hours will be accepted for 24-hour format. Values ranging from 0 to 12 hours will be accepted for 12-hour format.
Date value, if specified, will not get added.

10.

Field Type: Drop-down

Data type: Text

Points Note:

You can specify a new choice apart from pre-defined choices even if the "Allow Other Choice" field property is not selected.
If a new choice is specified as the value, it only gets saved in the record and is not added as a new choice to be selected from the form UI. And that choice cannot be retrieved back if modified.

11.

Field Type: Radio

Data type: Text

Points Note:

You can specify a new choice apart from existing choices even if the "Allow Other Choice" field property is not selected.
If a new choice is specified as the value, it only gets saved in the record and is not added as a new choice to be selected from the form UI. And that choice cannot be retrieved back if modified.

12.

Field Type: Multi Select

Data type: List

Points Note:

You can specify a new choice apart from the pre-defined choices.
If a new choice is specified as the value, it only gets saved in the record and is not added as a new choice to be selected from the form UI. And that choice cannot be retrieved back if modified.

13.

Field Type: Checkbox

Data type: List

Points Note:

You can specify a new choice apart from the pre-defined choices.
If a new choice is specified as the value, it only gets saved in the record and is not added as a new choice to be selected from the form UI. And that choice cannot be retrieved back if modified.

14.

Field Type: Decision box

Data type: Boolean

Points Note:

You can specify the value as True or False, with or without double quotes.
If any other value is specified, execution will be stopped during run time.

15.

Field Type: Rich Text

Data type: Text

Points Note:

There is no limit to the number or type of characters that can be specified as the value.

16.

Field Type: URL

Data type: Text

Points Note:

Value can be specified in any of the the following formats:

HTML text format: <a href= \"<URL>\" title = \"<TITLE>\" target = \"_blank\"><linkname></a> where: title, link name and target are optional params
Plain text format: URL as such can be provided as a text enclosed with double quotes.

Note: Plain text format can be used only in the "On success", "On create", "On edit", and "On create or edit" workflow events.

17.

Field Type: Image

Data type: Text

Points Note:

Value must be specified in the following format (title, linkname and target are optional params) :
<a href= \"http://<LINKNAME>\" title =\"<TITLE>\" target = \"_blank\"><img src = \"<URL>\" title =\"<TITLE>\"></img></a>
You must specify the image url as the value, even if the "Browse Options -Link" field property is not selected.
The link must be that of a public image

18.

Field Type: Percent

Data type: Decimal

Points Note:

If the number of digits specified in the value exceeds the length specified in the "Max Digits" field property, the extra digits will be trimmed from the right.
If the specified decimal points exceed the number specified in "Decimal Points" field property, the extra decimal points will be trimmed from the right.

19.

Field Type: Currency

Data type: Decimal

Points Note:

If the number of digits specified in the value exceeds the value specified in the "Max Digits" field property, the extra digits will be trimmed from the right.
If the specified decimal points exceed the number specified in "Decimal Points" field property, the extra decimal points will be trimmed from the right.

20.

Field Type: Decimal

Data type: Decimal

Points Note:

If the number of digits specified in the value exceeds the value specified in the "Max Digits" field property, the extra digits will be trimmed from the right.
If the specified decimal points exceed the number specified in "Decimal Points" field property, the extra decimal points will be trimmed from the right.

21.

Field Type: Date-Time

Data type: Date-Time

Points Note:

All days and hours can be specified as value, irrespective of the selected days and hours in "Allowed Days" and "Allowed Hours" property.
If time value is not specified, 00:00:00 will be set as the time value.

22.

Field Type: Lookup(Display type - Dropdown/Radio Button)

Data type: Number

Points Note:

You must specify the record ID of the lookup form as the value.

23.

Field Type: Lookup(Display type - Multi Select/Checkbox)

Data type: List

Points Note:

You must specify the record ID of the lookup form as the value.

24.

Field Type: File-upload

Data type: File-upload

Points Note:

Only a file value fetched from another File Upload field type should be specified as a value.

25.

Field Type: Audio

Data type: Audio

Points Note:

Only an audio file value fetched from another Audio field type should be specified as a value.

26.

Field Type: Video

Data type: Video

Points Note:

Only an video file value fetched from another Video field type should be specified as a value.

27.

Field Type: Users

Data type: Text

Points Note:

You can specify username of any user or developer added in your current app.
You can view the list of users and developers in your account by navigating to Settings > Users. From this page, you can also add more users and developers to your account.
If you enter an incorrect username, execution will be stopped during run-time.

28.

Field Type: Integration (Zoho CRM)

Data type: Text

Points Note:

You must specify the record ID in the selected module as the value. If you enter an incorrect ID, execution will be stopped during run-time.

29.

Field Type: Integration (Zoho Recruit)

Data type: Text

Points Note:

You must specify the record ID in the selected module as the value. If you enter an incorrect ID, execution will be stopped during run-time.

30.

Field Type: Integration (Salesforce)

Data type: Text

Points Note:

You must specify the record ID in the selected module as the value. If you enter an incorrect ID, execution will be stopped during run-time.

31.

Field Type: Integration (Zoho Books)

Data type: Text

Points Note:

You must specify the record ID in the selected module as the value.
If you enter an incorrect ID, execution will be stopped during run-time.

32.

Field Type: Integration (Quickbooks)

Data type: Text

Points Note:

You must specify the record ID in the selected module as the value.
If you enter an incorrect ID, execution will be stopped during run-time.

This task can be used in the following events

Example

insertintoEvents // Events is the form link name
[
Added_User=zoho.loginuser
Name.prefix="Mr"
Name.first_name="Harry"
Name.last_name="John"
Name.suffix="Jr"
Email="harry.john@abc.com"
Address.address_line_12="Zoho Corporation"
Address.address_line_22="4141 Hacienda Drive"
Address.district_city2="Pleasanton"
Address.state_province2="California"
Address.postal_code2="94588"
Address.country2="USA"
Address.longitude2="30.219231"
Address.latitude2="-97.750838"
Phone="+18778344428"
Event_name="Workshops"// Event_name is a single line field type
Event_details="Workshops will be held for Zoho Creator as part of a two day program"// Event_details is a multi line field type
Number_of_attendees=350// Number_of_attendees is a number field type
Date_of_registration='05-Jul-2018'// Date_of_registration is a date field type
Type_of_workshop="Free"// Type_of_workshop is a drop-down field type
Event_approval="Pending"// Project_approval is a radio field type
Venue={"USA","Australia"}// Venue is a multi-select field type
Required_equipment={"iPhone","Macbook","AppleTV"}// Required_equipment is a checkbox field type
Read_privacy_policy=True// Read_privacy_policy is a decision field type
Rich_Text="Harry John"
Registration_url="www.zoho.com/register"// Registration_url is a url field type
Previous_year_turnout=99.2// Previous _year_turnout is a percent field type
Event_expense=5000// Event_expense is a currency field type
Decimal=100.4
Event_start_date='04-Jul-2018 08:00:00'// Event_start_date is a date-time field type
Lookup_Dropdown="1754388000001023025"
Lookup_Checkbox={"1754388000001023025","1754388000001029087"}
Script=rec.Audio// Script is an audio field type and rec is a fetched record
Dry_run=rec.Video// Dry_run is a video field type and rec is a fetched record
Event_emcee="jameswilliams"// Event_emcee is a users field type
Zoho_CRM="00190000010bRIMAA2"// Zoho_CRM is an integration field type
];

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