---
title: "Create Record"
slug: "create-record-scheduler-module"
tags: ["Create Record", "Form Relation"]
updated: 2025-02-06T05:16:03Z
published: 2025-02-06T05:16:03Z
canonical: "help.symphonysummitai.com/create-record-scheduler-module"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create Record

This is the first action in the Custom Scheduler. **Create Record** action is the process of creating a new record from an existing one. For example, Incident to Change, Incident to Service Request, etc. It can be scheduled based on the conditions specified on a scheduler.

| **Use Case****User Persona: Analyst** | **Solution** |
| --- | --- |
| NovaTech wants to automate their ticket creation task. When they receive five incidents raised on the same CI in 3 months, they want a faulty CI enquiry ticket to be created. | To achieve this, Sam configures the scheduler with a condition to create a faulty CI ticket, whenever five incidents are raised on the CI in three months. They then assign it to the Assets team workgroup. The Create Record functionality in the Scheduler helps expedite the task without any manual intervention. |

### Configure Create Record

1. Choose the appropriate Form Relations for the Create Record Action from the Record Relation dropdown. All the record relations for the selected table in the Form Relation are reflected in the drop-down.Note:The information icon shows that the list of existing Form Relations in the selected Master Table is available in the drop-down menu.  
![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1712742688336.png?sv=2026-02-06&spr=https&st=2026-11-02T14%3A30%3A56Z&se=2026-11-02T15%3A30%3A56Z&sr=c&sp=r&sig=3TvOfo9S5HTbsfWuW%2FH6zNyCZjdtRjCRCiSsiQAiU1s%3D)

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1712742659342.png?sv=2026-02-06&spr=https&st=2026-11-02T14%3A30%3A56Z&se=2026-11-02T15%3A30%3A56Z&sr=c&sp=r&sig=3TvOfo9S5HTbsfWuW%2FH6zNyCZjdtRjCRCiSsiQAiU1s%3D)Figure: Create Record Action

### Preview

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1712742763101.png?sv=2026-02-06&spr=https&st=2026-11-02T14%3A30%3A56Z&se=2026-11-02T15%3A30%3A56Z&sr=c&sp=r&sig=3TvOfo9S5HTbsfWuW%2FH6zNyCZjdtRjCRCiSsiQAiU1s%3D)

Figure: Information

### Refresh

The refresh icon ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1716179925115.png?sv=2026-02-06&spr=https&st=2026-11-02T14%3A30%3A56Z&se=2026-11-02T15%3A30%3A56Z&sr=c&sp=r&sig=3TvOfo9S5HTbsfWuW%2FH6zNyCZjdtRjCRCiSsiQAiU1s%3D)can be used to fetch the latest form relations including the newly created ones.

2. The note highlights that a new **Form Relation** can be created by navigating to the link given. Here the user configures a new **Form Relation** on the form displayed (Click to refer to the configuration of [Form Relations](https://help.symphonysummitai.com/summit-platform/docs/overview-form-relation?highlight=Form%20Relations)). Depending on access, the user will be able to view/edit the fields.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1712743114665.png?sv=2026-02-06&spr=https&st=2026-11-02T14%3A30%3A56Z&se=2026-11-02T15%3A30%3A56Z&sr=c&sp=r&sig=3TvOfo9S5HTbsfWuW%2FH6zNyCZjdtRjCRCiSsiQAiU1s%3D)

Figure: Create Form Relation

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Glossary/sam(2).jpg?sv=2026-02-06&spr=https&st=2026-11-02T14%3A30%3A56Z&se=2026-11-02T15%3A30%3A56Z&sr=c&sp=r&sig=3TvOfo9S5HTbsfWuW%2FH6zNyCZjdtRjCRCiSsiQAiU1s%3D)