--- title: Example: Creating and Updating a Record using Go To Record Quick Action with Webhook Values (GAD) slug: neurons-for-itsm/admin-user-help/enu/latest/example-creating-and-updating-a-record-using-go-to-record-quick-action-with-webhook-values-gad createdAt: 2026-07-14T19:16:24.883Z --- **Role:** Administrator **Minimum Version:** Ivanti Neurons for ITSM* 2023.4.* **Prerequisites**: To use the **Go to Record **Quick Action**s**, set the global constant **EnableActionService **to **True**. This example shows you how to do the following tasks using the Go to Record Quick Action using webhook-supplied values: - When using Go to Record, when the record that we want to go to does not exist, this example shows you how to create a new record with the information provided in the Go to Record Quick Action. - Shows that the new record gets the focus by updating a value in the record using the Update a Record Quick Action. - How to supply all the values for Go to Record, creating the record, and Update a Record using a webhook. :::hint{type="info" indent="1"} The webhook values are stored in the Update Variables And Stored Values Quick Action for use in the actions. The Postman application is used as the REST-API client when sending the webhook POST request to the Execute endpoint. ::: Three sets of tasks have to be completed before you can send an Execute request to webhooks in ITSM: 1. Create a Composite Action with the actions **Update Variables And Stored Values**, **Go to Record**, and **Update a Record** in an existing business object (we used the **Project** business object in this instance). 2. Create a webhook referring to the Composite Action created above. 3. Create an API Key to use as Authorization in the Execute POST request. ::::ExpandableHeading ## ITEM 1: Create a Composite Action for the Project Business Object 1. Log in to ITSM as an Administrator. 2. Go to the **Configuration Console **> **Build **>**Business Objects **> **Project **> **Quick Actions **> **Graphical Action Designer**. 3. Under **Advanced Actions**, find the **Update Variables and Stored Values **Quick Action and then drag the block on to the Designer Board. 4. In the **Common **Settings tab, enter a name in the **Name **field, for example, **CreateAndUpdatewithGTRWithWHValues**. This is the name for the whole set of actions. 5. Select **Auto-save**. :::hint{type="info" indent="1"} Auto-save preserves any changes made up to that point if a problem occurs when using a Composite Action. ::: 6. In the **Block **Settings tab, click **Editor**. Select or enter the following values: | Field | Parameter | | ----------------------------- | ---------------------- | | Variable Type | Variable | | Variable Name | WebhookBody | | Data Type | JSON or XML | | Value (JSON)
Value (XML) | \{}
\\ | ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/VUBMdUxVwkYEbLX1xxJ3N_examplegotorecordwithwebhook1.png" alt="1st image in example showing values in Update Stored Values and Variables action block." position="flex-start" size="40" initialPath="images/example_go_to_record_with_webhook_1.png" githubPath="Content/Configure/Webhooks/images/example_go_to_record_with_webhook_1.png" showCaption="false" indent="1"} 7. Click **Ok **at the bottom of the screen. 8. Under **Record Actions**, find the **Go to Record** Quick Action and then drag and drop the block on to the Designer Board. 9. Link the **Go to Record** block to the **Update Variables and Stored Values** block so that the latter is the second block in the chain. 10. In the **Block **tab of **Go to Record**, the **Business Object** field is prepopulated with the current business object name and cannot be edited. 11. Enter the field values: | Field | Parameter | | -------------------------------- | ------------------------- | | Field Name | RecID (Record Identifier) | | Field Value | 1 | | Create a new Record if not found | Selected | 12. Enter values as per below for populating the new record on creation. Use **+ Add Field** to add more field-value pairs as needed. | Field | Parameter | | ----------------------------------------- | ------------------------------------------------------------------------------------------------------------------------- | | Field Name | ProjectName (Project) | | Field Value (JSON)
Field Value (XML) | $(JSONPathValue(Variable("WebhookBody"), "$.gotonamevalue"))
$(XPathValue(Variable(“WebhookBody”), "gotonamevalue")) | | Field | Parameter | | ----------------------------------------- | ------------------------------------------------------------------------------------------------------------- | | Field Name | Summary | | Field Value (JSON)
Field Value (XML) | $(JSONPathValue(Variable("WebhookBody"), "$.summary"))
$(XPathValue(Variable(“WebhookBody”), "summary")) | | Field | Parameter | | ----------- | -------------------------------- | | Field Name | ProjectOwnerLink (Project Owner) | | Field Value | $(CurrentUserRecId()) | | Field | Parameter | | ----------- | ----------------------------- | | Field Name | ProjectStartDate (Start Date) | | Field Value | $(CurrentDateTime()) | ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/XHR67Y9wZK6AjovhPwsnm_examplegotorecordwithwebhook2.png" alt="2nd image in example showing field values for Go to Record action block" position="flex-start" size="40" initialPath="images/example_go_to_record_with_webhook_2.png" githubPath="Content/Configure/Webhooks/images/example_go_to_record_with_webhook_2.png" showCaption="false" indent="1"} 13. Under **Record Actions**, find the **Update a Record **Quick Action and then drag and drop the block on to the Designer Board. 14. Link it to the **Go to Record** block so that it is third in line to be run in the composite action. 15. In the **Block **tab of **Update a Record**, select or enter values as per below: | Field | Parameter | | ----------------------------------------- | ------------------------------------------------------------------------------------------------------------------------- | | Field Name | Summary | | Field Value (JSON)
Field Value (XML) | $(JSONPathValue(Variable("WebhookBody"), "$.secondsummary"))
$(XPathValue(Variable(“WebhookBody”), "secondsummary")) | ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/mG3HeJi2kiqP3gp2qlq7l_examplegotorecordwithwebhook3.png" alt="3rd image in example showing values for Update a Record block" position="flex-start" size="40" initialPath="images/example_go_to_record_with_webhook_3.png" githubPath="Content/Configure/Webhooks/images/example_go_to_record_with_webhook_3.png" showCaption="false" indent="1"} 16. Click **Save**. :::: :::ExpandableHeading ## ITEM 2: Create a webhook referring to the Composite Action created above. 1. Log in to ITSM as an Administrator. 2. Go to the **Configuration Console **> **Build **>**Webhooks Manager**. 3. Click **+ Add a New Webhook**. 4. Populate the fields as follows: | Field | Parameter | | ------------------ | ----------------------------------------------------------------------------------------------- | | Name | CreateAndUpdatewithGTRWithWHValues | | Endpoint Extension | webH2 | | Status | Enabled | | Business Object | Project (Frs\_Project) | | Action | CreateAndUpdatewithGTRWithWHValues (choose the Composite Action you just created from the list) | 5. Click **Save**. ::: :::ExpandableHeading ## ITEM 3: Create the API Key 1. Log in to ITSM as an Administrator. 2. Go to the **Configuration Console **> **Configure** > **Security Controls** > **API Keys**. 3. Click **Add API Key** within one of the **Key Groups** to create a new API Key for webhooks. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/OCozlNgzSeBhNgA0SXqH6_examplegotorecordwithwebhook4.png" alt="Image 4 showing API key creation in Security controls" position="flex-start" size="40" initialPath="images/example_go_to_record_with_webhook_4.png" githubPath="Content/Configure/Webhooks/images/example_go_to_record_with_webhook_4.png" showCaption="false" indent="1"} 4. Enter values for the fields as follows: | Field | Parameter | | ------------ | --------------- | | Description | Webhook API Key | | On Behalf Of | Your User Name | | In Role | Administrator | ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/1mfirc9idfsmYxiGjS2be_examplegotorecordwithwebhook5.png" alt="API key creation forthe webhook" position="flex-start" size="40" initialPath="images/example_go_to_record_with_webhook_5.png" githubPath="Content/Configure/Webhooks/images/example_go_to_record_with_webhook_5.png" showCaption="false" indent="1"} 5. Click **Save Key**. 6. Click **Back** to go to the API Keys list page. 7. Make a note of your API Key. This is used as the Authorization value in the Execute POST request. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/ferS5kFLspslqAKZazNfU_examplegotorecordwithwebhook6.png" alt="API keys list showing your newly created API key - you need to make a note of it." position="flex-start" size="40" initialPath="images/example_go_to_record_with_webhook_6.png" githubPath="Content/Configure/Webhooks/images/example_go_to_record_with_webhook_6.png" showCaption="false" indent="1"} ::: ## Executing the Webhook and Composite Action 1. Open Postman or a similar application that can send HTTP requests. 2. Create a POST request for the Execute Endpoint by providing a URL with EndpointExtension, an Authorization header and a JSON/XML body as per below. - In the POST request header, add your previously noted API Key as shown in the image. ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/Tt7cXOhRjSdCXJyP2vM8V_examplegotorecordwithwebhook8.png" alt="Authorisation API Key in Headers section in Postman" position="flex-start" size="40" initialPath="images/example_go_to_record_with_webhook_8.png" githubPath="Content/Configure/Webhooks/images/example_go_to_record_with_webhook_8.png" showCaption="false"} - Add the case sensitive Endpoint Extension on to the end of the POST URL: https\://\[your server]/api/rest/Webhooks/Execute?extension=WebH2. The POST URL is shown when creating the webhook. - In the JSON Body, send the values to be used by the Quick Action variable: :::Paragraph{indent="2"} For example: ::: :::Paragraph{indent="2"} \{ ::: :::Paragraph{indent="2"} "gotonamevalue": "new record", ::: :::Paragraph{indent="2"} "summary": "summary updated", ::: :::Paragraph{indent="2"} "secondsummary": "summary updated second time" ::: :::Paragraph{indent="2"} } ::: ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/Tzr9jUNHNg86txsCvqcJb_examplegotorecordwithwebhook7.png" alt="HTTP POST request to send via postman" position="flex-start" size="40" initialPath="images/example_go_to_record_with_webhook_7.png" githubPath="Content/Configure/Webhooks/images/example_go_to_record_with_webhook_7.png" showCaption="false" indent="2"} :::Paragraph{indent="2"} XML: ::: :::Paragraph{indent="2"} \ ::: :::Paragraph{indent="2"} \new record\ ::: :::Paragraph{indent="2"} \summary updated\ ::: :::Paragraph{indent="2"} \summary updated second time\ ::: :::Paragraph{indent="2"} \ ::: ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/eWBHry_WZkehqx5kA-img_examplegotorecordwithwebhook10.png" alt="XML version of Postman request" position="flex-start" size="40" initialPath="images/example_go_to_record_with_webhook_10.png" githubPath="Content/Configure/Webhooks/images/example_go_to_record_with_webhook_10.png" showCaption="false" indent="2"} :::hint{type="info" indent="2"} There should not be an existing record with the same value as the **gotonamevalue** in the **Project **workspace, **Name **column. ::: 3. Click **Send**. 4. Verify that you received a **Status 200 OK** for a successful response in Postman. 5. In ITSM, open the **Project **workspace and check if a new record has been created using the fields and values in the **Create a new Record** section of the **Go to Record** action in step 12. - A new record with the webhook values sent via Postman should have been created with **Name** =new record. - The **Summary **of the record with the **Name **(**gotonamevalue** provided in the JSON/XML body) has been updated with the **secondsummary** value provided in the JSON/XML body (see step 2 in this section). - The **Summary **value for the new record has the value provided for the **secondsummary** field. :::hint{type="info"} The **Go to Record **Quick Action creates a new record with the values from the webhook and GOES to that record. The **Update a Record** Quick Action then uses the value from the webhook **secondsummary** (see step 15) and updates the **Summary** value of the record. ::: ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/Wu5vT9PkWTRqKSZbo1N3R_examplegotorecordwithwebhook9.png" alt="Record has been created and updated with selected information using combined actions of actions blocks and webhook." position="flex-start" size="40" initialPath="images/example_go_to_record_with_webhook_9.png" githubPath="Content/Configure/Webhooks/images/example_go_to_record_with_webhook_9.png" showCaption="false"}