Insert Record activity

An activity that puts a new database record into a database table.


Insert Record activity

Configure the Insert Record activity

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

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In Process Builder, in the Activity Library, open the Database tab.

    Open Database tab
  3. On the Database tab, drag the Insert Record activity onto your process.

    Drag Insert Record activity

Procedure

  1. Complete the fields on the General Configuration screen.
  2. Click Insert Record Insert Record icon.
  3. Configure Insert Record screen.
  4. (Optional) Click Advanced Advanced icon > Email Notifications E-mail Notifications icon.

    For more information, refer to Email Notifications screen (Process Activities).

General Configuration

Specifies the basic settings for the Insert Record activity.

Figure: General Configuration screen

General Configuration screen

Fields

Field NameDefinition

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

Database Type
Description:
Specifies the type of database to be used.
Allowed Values:
  • SQL Server
  • MySQL
  • Oracle
Default Value:
SQL Server

Connection Timeout (Seconds)
Description:
Specifies the number of seconds permitted to complete an action before the connection stops.
Allowed Values:
An integer.

Represents:

  • A number of seconds
Default Value:
600
Accepts Variables:
No

Insert Record

Specifies where and how to insert the new database records in the database.

Figure: Insert Record screen

Insert Record screen

Fields

Field NameDefinition

Database
Description:
Specifies the access token that connects to your database.
Allowed Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Variables:
No

Create Add Token icon
Opens this Screen:
Access Token for Database
Function of this Screen:
Configure an access token to connect to a database..

Schema
Description:
Specifies your database schema.
Allowed Values:
A schema name from the list.

When you select a database, the schemas associated with the database show in this field.

Default Value:
None

Table Name
Description:
Specifies the name of the database table where this activity puts the record.
Allowed Values:
A valid database table name.
Default Value:
None
Accepts Variables:
No
Example:
TblInvoice

Column Name
Description:
Specifies the name of the database column.
Allowed Values:
A valid database column name.
Default Value:
None
Accepts Variables:
No
Example:
CustomerName

Column Value
Description:
Specifies an XPath to a single node within the specified repeating schema element.
Allowed Values:
A valid XPath.
Default Value:
None
Accepts Variables:
Yes
Example:
${/pd:AgilePoint/pd:Products/pd:ComponentName}

Create Create icon
Function:
Creates a row to add a process data variable, value, and event.

Delete Delete icon

Function:
Deletes the selected item.
Example:
Refer to: