Create Record (NetSuite) activity

An activity that creates an entity record in NetSuite.


Create Record activity

Configure the Create Record activity

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

Prerequisites

Good to Know

  • 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?

  • Documentation for Integrations with Third-Party, External, or Open Source Technologies

    The highest priority for AgilePoint NX Product Documentation is accuracy. Whenever feasible, AgilePoint provides input details, business rules, or example values for third-party integrations. These can include any technology that is not native to AgilePoint NX, such as Salesforce, Active Directory, or REST. However this information is subject to change without notice to AgilePoint. Because we can not guarantee the accuracy of this information, the details provided for third-party product input values, as well as examples for third-party product integrations, are limited in the AgilePoint documentation. It is the responsibility of third-party vendors to provide documentation related to these aspects of their software and services.

    For examples of use case implementations or configuration field input values for third-party products, AgilePoint recommends these resources:

    • AgilePoint Community Forums - An AgilePoint-moderated, crowd-sourcing user forum where you can ask questions about specific techniques, the solutions to use cases, workarounds, or other topics that may not be covered in the Product Documentation.
    • Professional Services - If you can not find the information you need for your specific business problem, mentoring is available through AgilePoint Professional Services.
    • Personalized Training - AgilePoint can provide personalized training for your organization. To request personalized training, contact AgilePoint Sales.
    • Third-Party Vendor Documentation - Whenever feasible, AgilePoint provides links to third-party vendor documentation.

      This does not include technology standards or protocols, such as JavaScript, REST, or FTP. Resources for these technical standards are publicly available on the Internet.

How to Start

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

Procedure

  1. Complete the fields on the General Configuration screen.

    For more information, refer to Configure General Options for a CRM Activity.

  2. Click Create Record Create Record icon.
  3. Complete the fields on the NetSuite Create Record Configuration screen.

    For more information, refer to Create an Entity Record in NetSuite.

  4. (Optional) Click Advanced Advanced icon > E-mail Notifications E-mail Notifications icon.

    For more information, refer to Configure E-mail Notifications for Any Activity.

General Configuration

Specifies the basic settings for the Create Record activity.

Figure: General Configuration screen

General Configuration screen

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:
Refer to:

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 that represents 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.

Figure: NetSuite Create Record Configuration > Request tab

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

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

Add Token Add Token icon

Opens this Screen:
Access Token for NetSuite
Function of this Screen:
Configure an access token to connect to NetSuite.

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:
  1. 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:
  1. 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:
  1. 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:
  1. On the NetSuite Create Entity Configuration screen, click the Request tab.
Accepted Values:
Click the Schema Mapping Schema Mapping icon button to open the Schema Mapper.

Use this screen to connect the request to the data model for your process.

Default Value:
None

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 Schema Mapping icon button to open the Schema Mapper.

Use this screen to connect the response to the data model for your process.

Default Value:
None

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