Create Records in Workflow for Dummies

[just_me]

Well,

i wanted to figure out, how to create a record in another entity, when a field changes (one level up would be a linked field in Acccounts, which would have a specific content)

In workflows i create a new workflow, in this case i want to create a new Quote, when i change the field description (this doesn't make any sense, i know, but just for figuring out, how this featore works)

So i did this:



And added an action:



I want the quote to utilize invoice address of the account (automatically while quote being created, and set the Status to Approved and Name to Implementation.

Whatever ei do, whether i use the function or not, it won't create anything although the field description is being changed, i'd assume, it should create at least something?

What am i missing? I tried to figure out by search and reading docs, but i am missing a complete Example.

Perhaps i should have used something like this: 'accountId', id or 'accountId', $id respectively, but since i'm not a programmer, i might be running short on syntax.

So, am i barking up the wrong tree? I tried to make sense of this; because i wanted to figure out how this is going to work... before buying the package containing workflows...

Thanks and best
j_m
PS: Yes, this relates to my earlier post about budget control, i just try to figure out a processs, and workflows might be helpful.

[lazovic]

Hi just_me,

There is no point in using the formula function to create a record if you are already creating that record with a workflow action.

The following workflow option should work for you (after changing the description of a quote, a new quote will be created with the fields values specified in the workflow action):

[lexman]

just_me

I suggest not to use the "Create Record" Action instead use the "Execute Formula Script" Action. My sample code is below (it works and tested):

$AccountAddress= record\findOne('Account', null , null,  'name=', string\trim(somename));;
    record\create("Quote",
    "quoteAddress", $AccountAddress,
    <add other fields>
    );​ 

I note something i could not understand. The target entity is Quote and you trying to create Quote, is this correct? Are you trying to create a new Quote because there is change in the current Quote entity?