Actions - Create New Record
Overview
- This Action creates records in the following modules:
- Customers
- Suppliers
- Classes
- Transactions
- Workflow
- The module in which the new record is created needs to be included in the menu. The SQL identifies the menu entry, and the menu entry indicates the module type.
- The Action opens the module and creates a record using the standard functionality in the module.
- Not available for Actions linked to Production Planning.
Steps
Info
The Input Parameters that can be used in the SQL differ based on the module that the Action is linked to. The parameter list can be found in the left panel of the SQL Editor.
- Add an item to the Action.
- In the Type column, select Create New Record.
- Add a Description for reference purposes.
- Right-click the item and select Edit SQL.
- Click Template (button) to generate the basic SQL required for this Action item.
SQL Template
/* MENUITEMID: This is the ID of the Menu Item that will be opened */
select
1 as MENUITEMID
from RDB$DATABASE