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

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Step Configuration

In addition to the general step configuration options, this step has the following specific options that can be configured.

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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.

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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.