Insert Parent Record Quick Action
2 min
About the Insert Parent Record Quick Action
The Insert Parent Record action inserts a new record into a form or list as a parent record.
Parameters
To access the parameters, select the Action Block to display them in the Settings pane.
Action Block Settings
Block Label: A unique name for the block. This is useful to identify each action when you have more than one of the same action block added or cloned in the design area.
Click Insert Parent Record to open the workspace for the Graphical Action Designer.
- Relationship: Select the relationship from the dropdown menu.
- Field Name: Select the field name to update from the dropdown menu.
- Value Expression: Enter the value to insert or use the Expression Editor to create an expression for the value.
- Click Add+ to add a field to the list.
- Click Delete
to remove a field from the list.
Click Save to commit your settings.
Start Block Settings
These settings are accessed by selecting the Start Block, refer to Start Block Settings.