Add Records To Complex Schema Node activity

An activity that adds records to a complex schema node.

Configure the Add Records To Complex Schema Node activity

Prerequisites

AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v9.0 Software Update 1 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 Utilities tab.
On the Utilities tab, drag the Add Records To Complex Schema Node activity onto your process.

General Configuration

Specifies the basic settings for the Add Records To Complex Schema Node activity.

Fields

Field Name	Definition
Display Name	Description: Specifies the activity name that shows in your process. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Default Value: None Accepts 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	Description: Specifies an optional text description for your activity. Allowed Values: More than one line of text. Default Value: None Accepts Variables: No

Field Name

Definition

Display Name

Description:

Specifies the activity name that shows in your process.

Allowed Values:

One line of text (a string).

Accepted:

Letters
Numbers
Spaces

Default Value:

None

Accepts Variables:

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

Description:: Specifies an optional text description for your activity.
Allowed Values:: More than one line of text.
Default Value:: None
Accepts Variables:: No

Add Records To Complex Schema Node Configuration

Configures the form fields to add records to a complex schema node.

Fields

Field Name	Definition
Complex Schema Node	Description: Specifies the complex schema node to which to add records. Allowed Values: A repeating complex schema node. Default Value: None Accepts Variables: Yes
Field Name	Description: Specifies a form field to add as part of a record to the complex schema node. Allowed Values: A form field from the repeating complex schema node specified in the Complex Schema Node field. When you specify the complex schema node in the Complex Schema Node field, the Field Name column shows all the form fields associated with the complex schema node by default. These are the fields that are included in a record for the complex schema node. Default Value: None Accepts Variables: Yes
Field Type	Description: Specifies the value for the form field. Allowed Values: A number or a text string that can contain spaces. The value must be the same data type as the form field. Default Value: None Accepts Variables: Yes
Create	Function: Adds a row for the Field Name and Field Type.
Delete	Function: Deletes the selected row.
Update Initial Row If Empty	Description: Specifies whether to update the first record if it is blank on the Process Detail > Data > Form Variable tab. Allowed Values: Deselected - Shows the first record even if it is blank. Selected - Updates the first record with the values from the next record if it is blank. Default Value: Selected
Preserve Schema	Description: Specifies whether the schema retain the form field in the records if an app designer deletes it from the complex schema node. Allowed Values: Deselected - The schema does not retain the form field in the records if it is deleted from the complex schema node. You can view the records in Manage Center on the Process Detail > Data > Form Variable tab. Selected - The schema retains the form field in the records even if it is deleted from the complex schema node. Default Value: Selected Example: A subform has 4 form fields: Name, Age, Address, and Telephone. In the activity configuration, an app designer configures the subform deletes the Address field from the subform. If the Preserve Schema field is selected, the schema retains all 4 fields in the record, regardless of the fields in the subform control. The value for the Address field is null. If the Preserve Schema field is deselected, the schema does not retain the Address field.