Create New Record#

This mode allows FlexiRule to generate brand-new records in any DocType.

Field Mappings#

You define how the new document’s fields should be populated:

• Source: Where the data comes from (doc.field, vars.variable, or a static 'String').
• Target: The fieldname on the new document.

Table Mappings (Child Tables)#

You can also populate child tables (like Items in a Sales Order).

• Source Collection: A list of items (e.g., doc.items).
• Row Mapping: Define how each row in the source list maps to a row in the new document’s child table.

Example#

Scenario: Automatically create a “Project” when a “Sales Order” is submitted.

1. Target DocType: Project.
2. Field Mapping:
   • project_name ← doc.name
   • customer ← doc.customer
3. Condition: Only if doc.order_type is “Project-Based”.