Create Item activity

Full documentation coming soon.


Create Item activity

Configure the Create Item activity

Prerequisites

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 Monday tab.

    Monday tab
  3. On the Monday tab, drag the Create Item activity onto your process.

    Drag Create Item activity

General Configuration

Specifies the basic settings for the Create Item activity.

Figure: General Configuration screen

General Configuration screen

Good to Know

  • Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

Create Item Configuration

Full documentation coming soon.

Figure: Create Item Configuration screen

Create Item Configuration screen