Create New Record#

The Create New Record mode allows FlexiRule to generate brand-new records automatically in any DocType.

1. Field Mappings#

In the UI configuration grid, map how the new document’s fields should be populated:

• Target Field: Select the field on the new document.
• Value: Select the source value using the Smart Value Selector (a current document field @doc.field, rule variable @vars.variable, or static text).

2. Child Table Mappings#

You can also populate child tables on the new document (such as line items on a new Sales Order):

• Source Collection: Select a source child table (e.g., Items or @doc.items) using the Smart Value Selector.
• Row Mapping: Map fields from each source row to fields in the target child table.

3. Practical Example#

Scenario: Automatically Create a Project when a Sales Order is Submitted#

1. Add an Update Record block and set Operation to Create New.
2. Target DocType: Select Project.
3. Field Mappings:
   • Project Name ← Select Project Name or @doc.title using Smart Value Selector.
   • Customer ← Select Customer (@doc.customer) using Smart Value Selector.
4. Condition: Add a Check action prior to creation to verify Order Type == "Project-Based".