Auto-Create Related Records
Record creation workflows automatically create child or related records when a parent record meets certain conditions. Examples: create a task when an opportunity is marked "Won," or create an invoice when an order is fulfilled.
Step 1: Define the Parent-Child Relationship
What triggers creation? When a Sales Order is approved? When a Case is escalated? When an Employee is hired? Define the trigger and the record type to create.
Step 2: Add Create Record Action
Use the "Create Record" action. Set the record type and map fields from the parent: link to parent via a custom field or standard reference. Set assignee, due date, and other defaults.
Step 3: Handle Multiple Children
For one-to-many (e.g., create one task per line item), you may need a SuiteScript loop. Workflow excels at one-to-one: one parent creates one child. For multiple, consider a scheduled script triggered by a workflow-set flag.
Common Record Creation Use Cases
- Create project task when opportunity is won
- Create vendor bill when PO is fully received
- Create support case when customer submits feedback
- Create intercompany journal when transfer is approved
Customization from YRK Consulting includes workflow and SuiteScript for record creation automation.