Create Record (Oracle NetSuite) activity

An activity that creates an entity record in Oracle NetSuite.

Configure the Create Record activity

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

Examples

(Example) How to Get the Access Token Credentials from Oracle NetSuite (Token-Based Authentication)

Prerequisites

AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 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 Oracle NetSuite tab.
On the Oracle NetSuite tab, drag the Create Record activity onto your process.

General Configuration

Specifies the basic settings for the Create Record 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
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

Oracle NetSuite Create Record Configuration

Maps request data from Oracle NetSuite to your process when you create an entity record.

Oracle NetSuite Create Record Configuration Response tab — Figure: Oracle NetSuite Create Record Configuration > Response tab

Fields

Field Name	Definition
Oracle NetSuite	Description: Specifies the access token that connects to your Oracle NetSuite application. Allowed Values: A list of access tokens configured for your environment. Default Value: None Example: Refer to: (Example) How to Get the Access Token Credentials from Oracle NetSuite (Token-Based Authentication)
Create	Opens this Screen: Access Tokens for Oracle NetSuite Function of this Screen: Configure an access token to connect to Oracle NetSuite. Example: Refer to: (Example) How to Get the Access Token Credentials from Oracle NetSuite (Token-Based Authentication)
Entities / Custom Record Types	Description: Specifies whether to create a record for a standard Oracle NetSuite entity, or a record for a custom record type. Allowed Values: Entities - Lets you select a standard Oracle 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: On the Oracle NetSuite Create Record Configuration screen, select Entities. Allowed Values: An entity name from the list. Default Value: None. When you select the Oracle 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: On the Oracle 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 Oracle 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: On the Oracle 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 Oracle 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 Oracle NetSuite API. To Open this Field: On the Oracle NetSuite Create Entity Configuration screen, click the Request tab. Allowed Values: Click the Schema Mapping 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: (Example) Schema Mapper
Map Response to AgilePoint Schema	Description: Specifies the connection from the Oracle NetSuite API response parameter to your process schema. To Open this Field: On the Oracle NetSuite Create Entity Configuration screen, click the Response tab Allowed Values: Click the Schema Mapping 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: (Example) Schema Mapper
Store the Response in Custom Attribute	Description: Specifies the process data variable that contains the record internal ID from Oracle NetSuite. To Open this Field: On the Oracle NetSuite Create Entity Configuration screen, click the Response tab Allowed Values: A variable. Format: String Accepted: Numbers 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?