Use Add Record through 2 how-to topics, including selecting the action and configuring parameters; 2 items are available without membership and 0 items are membership-related.
How-to Index
| No. | Topic | Membership |
|---|---|---|
| 1 | 1. Select the action | Free |
| 2 | 2. Configure parameters | Free |
How-to Guide
1. Select the action
Entry path: Step 2 in the automation editor → Select the action to perform → Database Table → Add Record
- Open the automation editor and go to Step 2, Select the action to perform.
- Find the Database Table category.
- Click Add Record.
- Confirm that the Configure Parameters panel appears on the right.
Success Criteria
- Interface result: the right-side panel shows parameter settings for Add Record.
- Next step available: you can continue by choosing a target table and setting record content.
Tips While Using
- Common mistake: if you are not in Step 2 of the automation editor, the Add Record option may not appear.
- Environment note: you need to open the database automation editor first.
2. Configure parameters
Entry path: Configure Parameters panel → Select the table for the new record / Set record content
- In the Configure Parameters panel, click the drop-down list for selecting the table where the new record will be added.
- Choose the target table.
- In Set record content, click + Add field value to add the fields you want to fill.
- If you want to use dynamic data, click the + button next to a field value box and choose options such as current time, trigger user, or the record triggered in Step 1.
- Set at least one field value.
- Click Save and Enable to finish the setup.
Success Criteria
- Interface result: a target table is selected and at least one field is configured.
- Next step available: the rule can be saved and enabled, and later triggers can add new rows to the target table.
Tips While Using
- Common mistake: if no field value is added, the setup cannot be saved.
- Environment note: dynamic values change according to the actual trigger data at runtime.