How to create a record in Workboard

Workboard is the system that can wrangle all your other unwieldy systems into shape. You can create records of processes to begin or work to be done, and link them to objects and records in your systems - like the status of UCC filings, RMA shipping status, and orders outbound to customers.

Use the Workboard Create Record steptype to add a new record to your configured Workboard.

Title

The title appears up top in Sidekick when your team reaches this step in the flow. We recommend using this field to explain to your team what kind of record is being created and why.

Automatically Run This Step

Check this box to immediately create a new Workboard record, as you've configured here in Flow Builder, when your team reaches this step in the flow.

Select Record Type

Use this field to select the type of Workboard record you wish to create. These will be configured in your Custom Record Types in the Workboard app.

Enter Values

Use this table to specify Workboard record fields and set their values.

• Add New Row
  • Click this button to add as many field values as needed for the new Workboard record.
• Order
  • Use this field to set the order in which the record fields will appear in Sidekick.
• Field
  • Use this field to select a particular Workboard record field to update
• Value
  • Use this field to give a value to the field specified in the previous column. You can hard code a value here, leave it blank for your team to fill out in Sidekick, and automatically populate it with data from your CRM ticket with the ➕ button, case or other FlowEQ-connected system record.
• Hide Input?
  • Check this box to present this particular field to your team as read-only in Sidekick. When checked, your team will not see and cannot edit the field and it's value.
• Required?
  • Check this box to make filling this field compulsory. If checked, your team will not be able to advance to the next step in the flow if this field is empty.