NOTE: This action is for creating a record which does not exist. If you wish to make changes to an existing record, you will need to use the action Update Fields in Table.
The Insert Records Into Table action can be used to do three things:
Add a brand new record into an existing table.
Duplicate a record in an existing table.
Create a new occurrence in a series of the Activity table.
This action isn't the only way to insert a record into a Method table. Often, the Save All action is used to save a record if saving to the base table of the screen. However, this is the only way to create a record if the table for the record is different from the screen's base table.
Insert as New Record
The below example uses the Activity table, but any table could be used.
Description | |
Select a Table | Choose the table to add a record to. |
Insert As | Select |
Field(s) | Choose one or more fields to insert data into. |
Populate Using This Value | For each field, manually enter user defined data, or pull a value from a control, session variable, or an action result. |
⊕ Add another field | Add another field to insert data into. |
Action Result Name | Create or use an existing Action Result to store the Record ID of the newly created record. |
New record to create a new record.NOTE: Any fields that are required will automatically appear and must be filled in before the record will save.
Insert as Duplicate Record
The below example uses the Activity table, but any table could be used.
Description | |
Select a Table | Choose the table of the record you want to duplicate. |
Insert As | Select |
Record to Duplicate | You will need the RecordID of the record you want to duplicate. |
Fields to Override | Instead of copying the original values of fields, you can select fields to have new values. |
Fields to Omit | Select fields not to copy over. |
Some system fields will be automatically omitted such as | The listed fields will not be copied over to the new duplicated record. This will be different depending on the table chosen. |
Action Result Name | Create or use an existing Action Result to store the Record ID of the newly duplicated record. |
Insert As New Occurrence in Series
When selecting the Activity table, and only when you select the Activity table, you will get a third option: insert as 
New occurrence in series. For more information about recurring activities, please see our article "Recurring Activities".
Description | |
Select a Table | Choose the Activity table. |
Insert As | Select |
Series RecordID | You will need the RecordID of the Series you want to add an occurence to. For more information, see How recurrence works in Method. |
Fields to Populate | There are only three fields which you can alter. Other field values will be inherited from the series.
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Action Result Name | Create or use an existing Action Result to store the Record ID of the newly created occurence. |