Insert Records (PostgreSQL) activity

An activity that inserts one or more records in PostgreSQL.


Insert Records activity

Configure the Insert Records 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 PostgreSQL tab.

    Open Insert Records tab
  3. On the PostgreSQL tab, drag the Insert Records activity onto your process.

    Drag Insert Records activity

General Configuration

Specifies the basic settings for the Insert Records 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.

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

Insert Records Configuration

Specifies the configuration to insert one or more records in PostgreSQL.

Figure: Insert Records Configuration screen

Insert Records Configuration screen

Fields

Field NameDefinition

PostgreSQL

Description:
Specifies the access token that connects to your PostgreSQL service.
Allowed Values:
A list of access tokens configured for your environment.
Default Value:
None

Create Add Token icon

Opens this Screen:
Access Token for PostgreSQL
Function of this Screen:
Configure an access token to connect to PostgreSQL.

Schema

Description:
Specifies the name of the schema in which to insert the records.
Allowed Values:
A schema from the list.

When you select the access token from the PostgreSQL field, this field shows the schemas associated with the access token.

Default Value:
None
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?

Table Name

Description:
Specifies the name of the table in which to insert the records.
Allowed Values:
A table name from the list.

When you select the schema from the Schema field, this field shows the table names associated with the schema.

Default Value:
None
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?

Map Request To App Schema

Description:
Maps the record data from the PostgreSQL data model to your process schema.
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: