Actions - Create New Record

Overview

• This Action is used to create new records in the following modules:

  • Customers

  • Suppliers

  • Classes

  • Transaction

  • Workflow

• The module in which the new record is created needs to be included in the menu. The SQL identifies the menu entry, and the menu entry indicates the module type. 

• The Action opens the module and creates a new record using the standard functionality in the module. 

Steps

1. Add an Item to the Action.

2. In the Type column, select Create a New Record.

3. Add a Description for reference purposes.

4. Right-click and select Edit SQL.

5. Click the Template button to generate the basic SQL required for this Action item.

Note

The Input Parameters that can be used in the SQL differ abased on the module that the Action is linked to. The parameter list can be found in the left panel of the SQL Editor.

SQL Template

/* MENUITEMID: This is the ID of the Menu Item that will be opened */

select ? as MENUITEMID from RDB$DATABASE

Related Topics

• Reference: Actions

• Reference: Actions > Messages

• Reference: Actions > SQL Update