Create Record (NetSuite) activity

An activity that creates an entity record in NetSuite.

Configure the Create Record activity

To configure the Create Record activity, do the procedure in this topic.

Examples

(Example) How to Get the Access Token Credentials from NetSuite (Token-Based Authentication)

Prerequisites

AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 or higher.

Good to Know

To send an e-mail notification, click Advanced > E-mail Notifications .
For more information, refer to Configure E-mail Notifications for Any Activity.
In most text fields, you can use process data variables as an alternative to literal data values.
You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?
Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

How to Start

On the Application Explorer screen, do one of these:
- Open a Process.
- Create a Process.
Do one of these:
- Add an activity:
  1. In the Process Builder, in the Activity Library, open the NetSuite tab.
  2. On the NetSuite tab, drag the Create Record activity onto your process.
- Change an activity:
  1. In your process, double-click your activity.

General Configuration

Specifies the basic settings for the Create Record activity.

Fields

Field Name	Definition
Display Name	Function: Specifies the activity name that shows in your process. Accepted Values: One line of text that can have spaces. Default Value: None Accepts Process Data Variables: No Example: This is a common configuration field that is used in many examples. Refer to: Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.
Description	Function: Specifies an optional text description for your activity. Accepted Values: More than one line of text. Default Value: None Accepts Process Data Variables: No
Connection Timeout (Seconds)	Function: Specifies the number of seconds permitted to complete an action before the connection stops. Accepted Values: An integer, representing a number of seconds. Default Value: 600 Accepts Process Data Variables: No

NetSuite Create Record Configuration

Maps request data from NetSuite to your process when you create an entity record.

NetSuite Create Record Configuration Response tab — Figure: NetSuite Create Record Configuration > Response tab

Fields

Field Name	Definition
NetSuite	Function: Specifies the access token that connects to your NetSuite application. Accepted Values: A list of access tokens configured for your environment. Default Value: None Example: Refer to: (Example) How to Get the Access Token Credentials from NetSuite (Token-Based Authentication)
Add Token	Opens this Screen: Access Tokens for NetSuite Function of this Screen: Configure an access token to connect to NetSuite. Example: Refer to: (Example) How to Get the Access Token Credentials from NetSuite (Token-Based Authentication)
Entities / Custom Record Types	Function: Specifies whether to create a record for a standard NetSuite entity, or a record for a custom record type. Accepted Values: Entities - Lets you select a standard NetSuite entity in which to create the record. Custom Entities - Lets you select a custom record type in which to create the record. Default Value: Entities
Entity Name	Function: Specifies the name of an entity for which to create a record. To Open this Field: On the NetSuite Create Record Configuration screen, select Entities. Accepted Values: An entity name from the list. Default Value: None. When you select the NetSuite access token, the name of entities show in the Entity Name field.
Record Type	Function: Specifies the name of a custom record type for which to create a record. To Open this Field: On the NetSuite Create Record Configuration screen, click Custom Record Types. Accepted Values: A custom record type from the list. Default Value: None. When you select the NetSuite access token, the name of custom record types show in the Record Type field.
Record Display Name	Function: The name of the primary column for your record. To Open this Field: On the NetSuite Create Record Configuration screen, click Custom Record Types. Accepted Values: One line of text that can have spaces. Default Value: None
Request Mapping	Function: Connects the NetSuite API request parameter to your schema. This is mandatory only if the request passes data from the process schema to parameters in the NetSuite API. To Open this Field: On the NetSuite Create Entity Configuration screen, click the Request tab. Accepted Values: Click the Schema Mapping button to open the Schema Mapper. Use this screen to connect the request to the data model for your process. Default Value: None Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
Map Response to AgilePoint Schema	Function: Specifies the connection from the NetSuite API response parameter to your schema. To Open this Field: On the NetSuite Create Entity Configuration screen, click the Response tab Accepted Values: Click the Schema Mapping button to open the Schema Mapper. Use this screen to connect the response to the data model for your process. Default Value: None Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
Store the Response in Custom Attribute	Function: Specifies the process data variable that contains the record internal ID from NetSuite. To Open this Field: On the NetSuite Create Entity Configuration screen, click the Response tab Accepted Values: A process data variable that accepts a numeric string with no spaces or special characters. Default Value: None Accepts Process Data Variables: Yes Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?