WiscIT - Create a New Business Object (One-Step Configuration)
This document explains how to configure the "Create a New Business Object" step within the WiscIT One-Step Editor.
The "Create a New Business Object" step will create a new business object of a specified type when run. The fields of the new business object can also be defined in this step, allowing you to use information of the current scope of the one-step and enter it into the new object. For example, you could use the fields within the Incident the one-step was run on to create a new Agreement or Problem.
Configuring the Step
- Add the step by dragging it into the one-step editor.
- In the "General" tab, name the step, and select which type of business object you would like to create.
- At this point, you can also decide if you want to open the record after the step (which will change the scope of the one-step), if you want to link the object to a parent via a relationship, and whether or not it should be saved after creation.
- Go to the "Fields" tab.
- Set any fields on the object that you would like it to have. See WiscIT - Modifying Fields (One-Step Configuration) for information on configuring the fields. Note that it will track some the data of the user that run the one-step in certain fields like "Created By".