The Create Model Instance workflow action creates new records for a model based on defined triggers automatically. For example, this action can generate a new case record when a manager submits a disciplinary action form. In this scenario, you might have two models: "Disciplinary Requests" and "HR Cases."
Key Features
- Dynamic Instance Creation: Automatically create new records based on form submissions or other triggers.
- Model Integration: Update one model with details from another, facilitating seamless data flow between models.
- Third-Party Integration: Trigger integrations to create records in external systems if needed.
Best Practices
- Define Clear Triggers: Ensure the conditions for creating new records are clearly defined and relevant to your workflow needs.
- Validate Data: Ensure that the data used to create new records is accurate and complete to avoid errors.
- Use Meaningful Names: Name your models and properties meaningfully to ensure clarity and ease of understanding.
Example Scenario
A manager submits a form for the "Disciplinary Requests" model, including details like the employee's name and incident notes. Upon submission, the workflow creates a corresponding record in the "HR Cases" model with the provided details. This action can also trigger an integration to update a third-party HR system.