Create Record (Microsoft Dataverse) activity
An activity that creates a record in a Microsoft Dataverse entity.
![Create Record activity](images/cloudenvShapeCommonDataServiceCreateRecord.jpg)
Configure the Create Record activity
To configure the Create Record activity, do the procedure in this topic.
Examples
Prerequisites
- AgilePoint NX OnDemand (public cloud), or AgilePoint NX Private Cloud or AgilePoint NX OnPremises v8.0 or higher.
Good to Know
- To send an email notification, click
Advanced
> Email Notifications
.
For more information, refer to Email Notifications screen (Process Activities).
- 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?
- This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
- Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use 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, or 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
- Open Process Builder.
For information about how to open this screen, refer to Process Builder.
- In Process Builder, in the Activity Library,
open the Microsoft Dataverse tab.
- On the Microsoft Dataverse
tab, drag the Create Record
activity onto your process.
General Configuration
Specifies the basic settings for the Create Record activity.
![General Configuration screen](images/cloudenvSystemBasicConfigWinCreateRecordCommonDataService.jpg)
Good to Know
- Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.
Fields
Field Name | Definition |
---|---|
Display Name |
|
Description |
|
Create Record Configuration
Specifies the information to create a record in a Microsoft Dataverse entity.
![Create Record Configuration screen](images/cloudenvCommonDataServiceCreateRecordConfigWin.jpg)
Fields
Field Name | Definition |
---|---|
Microsoft Dataverse |
|
Create |
|
Entity |
|
Request Mapping |
|
Store Record ID in This Variable |
|