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.

Examples

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 NetSuite tab.

    Open NetSuite tab
  3. On the NetSuite tab, drag the Create Record activity onto your process.

    Drag Create Record activity

General Configuration

Specifies the basic settings for the Create 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

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

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 NameDefinition

NetSuite
Description:
Specifies the access token that connects to your NetSuite application.
Allowed Values:
A list of access tokens configured for your environment.
Default Value:
None
Example:
Refer to:

Create Add Token icon
Opens this Screen:
Access Tokens for NetSuite
Function of this Screen:
Configure an access token to connect to NetSuite.
Example:
Refer to:

Entities / Custom Record Types
Description:
Specifies whether to create a record for a standard NetSuite entity, or a record for a custom record type.
Allowed Values:
  • Entities - Lets you select a standard NetSuite entity in which to create the record.
  • Custom Record Types - Lets you select a custom record type in which to create the record.
Default Value:
Entities

Entity Name
Description:
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.
Allowed 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
Description:
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.
Allowed 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
Description:
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.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
Default Value:
None

Request Mapping
Description:
Connects the NetSuite API request parameter to your process 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.
Allowed Values:
Click the Schema Mapping Schema Mapping icon button to open the Schema Mapper screen.

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

Default Value:
None
Example:
Refer to:

Map Response to AgilePoint Schema
Description:
Specifies the connection from the NetSuite API response parameter to your process schema.
To Open this Field:
On the NetSuite Create Entity Configuration screen, click the Response tab
Allowed Values:
Click the Schema Mapping Schema Mapping icon button to open the Schema Mapper screen.

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

Default Value:
None
Example:
Refer to:

Store the Response in Custom Attribute
Description:
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
Allowed Values:
A process data variable that accepts a numeric string with no spaces or special characters.
Default Value:
None
Accepts Variables:
Yes
Limitations:

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?