Create record task

The Create Record task creates new records. The properties form for a Create Record task is organized into three sections. Here are descriptions of the fields in the first section:
Label
This is the label used to identify this task. This field's text appears on the shape in the drawing that represents this workflow task. Use the standards in "Workflow naming conventions".
Description
A description of this task goes in this field.
Module

The value of this property is the module that contains the business object this task will use to create new records. The value of this property appears to the right of the Module icon.

You set the value of this property by clicking the Module icon. Clicking the Module icon causes a list of modules to pop up. Click the module name you want to be the value of this property.

Object
This field contains a drop-down list of the business objects in the module specified in the Module field. Select the business object that this task will use to create new records.
Form
The value of this property is the name of the form that will be used to edit or view records created by this task.
In Memory Only

Select this property if the record is needed for this workflow only. The record is not persisted, is not transitioned, cannot be used on either side of an association, and header fields (such as control number, name, cost, quantity, and path) are not updated as they do not exist.

In memory records can be passed to other workflows and can be used like other records, with the restrictions in the previous paragraph.

They can provide a significant performance improvement as no data is written to the database.

If an operation is attempted on an in memory record that is not supported, an UnsupportedOperationException exception is thrown to the server.log.

If you use an in memory smart object, you cannot suspend the workflow. When you publish a workflow that contains a Create Record task with the In Memory Only property selected, the platform displays a warning if this task is before a User Action task. The warning is because there is a suspend and resume within the User Action task while waiting for the user to respond. Also, the workflow cannot contain a Trigger Action task or an Attach Format File task.

By default, this property is not selected.

The default values for in memory record fields are supported for the following field types only: Date, Date and Time, Duration, Number, Text, and Time. The default values are not processed for system fields or any other field types. The default values that include formulas are processed with the available field values.

Note: In memory smart object (IMSO) records will not be found with either a Retrieve Records task or Query task. Since IMSO records appear in memory only, they do not reside in the database. Although IMSO records can be used in the Right Side Data section of the Task Filter window, IMSO records will not be returned in the result set from a Retrieve Records task or Query task.
Action

This task creates records in three steps. First, it creates an empty record. Next, it sets the value of the record's fields. Finally, it performs an action on the new record to change its state from null to something else.

When a record is first created it is in a special state called null. When a record’s state is null, it is not stored in the database. Records in the null state disappear after the operation currently using the record is done. It is important for a task that creates a record to do something to take it out of the null state. Firing an action to take the record out of the null state is the way this is done.

The purpose of this field is to select the action this task will perform on new records after it has finished setting the values of their fields. Select an action from the drop-down list in the Action field to specify the action that this task will perform on new records. Note that you need to make sure the proper values are set to create a unique name for this record or this task will fail. See "Naming records".

Formulas

Defines the formula recalculation behavior on this task when the record is saved. The default is Disable Auto Recalculation. To change the value, click the recalculate formulas icon.

The three possible values are as follows:
Recalculate as Needed
Recalculates most formulas only if any input value of the formula changed during the task's activities. Extended formulas that contain query and/or association tokens are recalculated on every save.
Disable Auto Recalculation

Extended formulas that contain query and/or association tokens are not recalculated. All other formulas are recalculated only if any input value of the formula changed during the task's activities.

Extended formulas that contain query and/or association tokens can take longer to calculate, so this option is an available performance optimization for isolated use cases.

An example of an appropriate use of Disable Auto Recalculation is within a DataConnect task that is importing a large number of space records. You may wish to delay any floor/space rollup recalculations until after all the space records have been imported.

Recalculate All

Forces every formula to be recalculated during the record's save.

Selecting Recalculate All may slow performance.

An example of an appropriate use of Recalculate All is in a data cleansing workflow that refreshes formula values in the database that are stale for whatever reason. For example, if the definition of a formula changes for a business object, existing records may contain incorrect values as a result of the change. You may wish to use Recalculate All in a maintenance workflow that runs through the records and updates their formula values.