Configuring Create Object Node

Use this node to create new email, task, or custom type activities. Configure the various properties, such as the subject, priority, content, etc. of the new activity. The activity can belong to the same case to which the activity being processed belongs, or a new case can be created.

This node is not available in inbound social workflows.

To configure a create object node:

  1. On the Properties page, on the Diagram tab, add the Create Object node in the Workflow Editor.

  2. In the Create Object Rule Configuration window, provide the following details.

    1. In the Name field, provide a name for the node.

    2. In the Rule Name field, provide a name for the rule and press the Enter Key. Select the rule name to configure the rule properties.

    3. On the Condition tab, select one of the following options:

      • This rule is always true

      • This rule is true under the following conditions

If you have selected the This rule is true under the following conditions option, configure the conditions when the rule is true.

create object rule

    1. Next, go to the True tab and select the object you want to create and specify the values of the new object that is to be created. Through this node you can create the following attributes of the objects.

For emails, you can specify the following attributes. Some of them are required attributes.

      • Activity Priority

      • Due date

      • Due date time

      • Subject: Required

      • Description

      • To email address: Required

      • From email address: Required

      • Content

      • Case: Required

      • Customer: Required

      • Activity Substatus: Required

For tasks, you can specify the following attributes. Some of them are required attributes.

      • Activity Priority

      • Due date

      • Due date time

      • Subject: Required

      • Description

      • Content

      • Case: Required

      • Customer: Required

There are four ways in which you can provide the values for these attributes. They are:

      • Macro: The macro specified here is expanded and the value of the macro is assigned as the value for the attribute.

      • Link: The data usage link specified here is executed and the value of the link is assigned as the value for the attribute.

      • Constant: The value specified here is assigned directly as the value for the attribute.

      • Pattern: The pattern specified here is searched for in the body of the activity. The value immediately following the pattern, till the end of the line, is assigned as the value for the attribute.

      Create object true tab

    1. Next, go the False tab and select the object to be created if the conditions configured in the rule are not met. The False tab is enabled only if you have selected the This rule is true under the following conditions option on the Condition tab. It is optional to configure the False tab.

Likewise, you can create multiple rules.

    1. If you have created more than one rule, use the Move Up and Move Down buttons to change the order of the rules.

  1. Click the Done button to close the window.

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