APEX Create Record

The Create Record action creates a new record in Apex by mapping values from previous steps or static inputs.



To create a Apex Record, perform the following steps:

1. Click (Add Step) and navigate to Apps > APEX > Create Record.
   The Apex Create Record App Action page is displayed.
   
   Figure: APEX Create Action
   

2. Enter the required information in the following sections, as described in the table below, and click Save Changes.
   

   Connection

   The Apex Connection enables the Integration Platform to securely communicate with the Apex application. Once configured, the connection can be selected and reused across multiple integration flows and Apex connector actions.
   
   
   Figure: Connection

   Select the required connection from the list. The list displays all connections configured on the Connections page. For more information, refer Connections.

   Inputs

   Inputs define the values required to execute the selected connector action. You can enter static values or map outputs from previous steps in the integration flow.
   
   
   

   Select the Incident or Service Request table to perform the selected action. Currently, only these tables are supported by the Apex connector. Based on the selected table, you can selected the required instance code from the list.

   Record fields

   Record Fields enable you to configure the data that is sent to the selected table during the execution of a connector action. You can add standard or custom fields and map them to static values or outputs from previous steps in the integration flow.

   When you select a table, the Integration Platform automatically loads the available fields for that table. The list includes standard fields, such as Caller, Status, Email, Location, Medium, Symptom, and User Communication, along with any custom attributes configured for the table.

   

   If new custom attributes are created after the field list has been loaded, click Refresh to retrieve the latest available fields. Click Add Field to add one or more standard or custom fields to the selected connector action.
   
   On selecting the field to include in the action configuration, you can select the field mapped using outputs from previous workflow steps whenever possible.

   Test & outputs

   Use the Test option to validate the connector configuration before deploying the integration flow. The test executes the configured action using the specified inputs and displays the execution result.

   

   Click Run Test to execute the configured action and verify the connector configuration.