How can I mass-create new records?

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  • zoul
    Junior Member
    • Apr 2025
    • 12

    #1

    How can I mass-create new records?

    I have a custom Event Registration table that links Contacts with (custom) Events. Each row in the Event Registration table has two links, one leading to Contacts and one leading to Events: Contacts ↔︎ Event Registrations ↔︎ Events.

    Now I would like to select any number of Contacts based on various filters and create event registrations for all of those contacts. Kind of like mass update, but creating new records. So if I select contacts A, B, C and <do something I don’t know how>, I would get three new event registrations for contacts A, B and C and a given event. Is that possible? If not, how would you approach it if you want to create lots of new records based on a possibly large selection of contacts?
  • Ashif Malayil
    Senior Member
    • Dec 2023
    • 243

    #2
    Hizoul,
    As far as I understood, if you have the Advanced Pack installed, you can create a Boolean field (for example, Tick to Create Event Registration) in the Contact entity and set up a relationship with Event Registration (one-to-many, if each contact can have multiple registrations). Then, create a Workflow with the condition Boolean = True and Changed.

    For the action, choose Create Related Record, select Event Registration, and fill in the required details. After that, filter and select contacts A, B, and C, and perform a Mass Update on the Boolean field (tick Create Event Registration). This will create three related Event Registration records for those contacts.

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    • victor
      Active Community Member
      • Aug 2022
      • 1038

      #3
      Originally posted by zoul
      I have a custom Event Registration table that links Contacts with (custom) Events. Each row in the Event Registration table has two links, one leading to Contacts and one leading to Events: Contacts ↔︎ Event Registrations ↔︎ Events.

      Now I would like to select any number of Contacts based on various filters and create event registrations for all of those contacts. Kind of like mass update, but creating new records. So if I select contacts A, B, C and , I would get three new event registrations for contacts A, B and C and a given event. Is that possible? If not, how would you approach it if you want to create lots of new records based on a possibly large selection of contacts?
      This is quite easy to do in Workflow or BPMN (requires Advanced Pack extension).

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