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Setup Save Record Action in Automation Manager

This feature requires a Cartegraph OMS license.

You must have administrator rights to access this feature.

  1. Click >Automation Manager.
  2. Click Create Automation.
  3. Select an appropriate trigger. For example, Manually create or edit records in bulk.
  4. Drag the Save Record block to the Actions section.
  5. Edit the Title to make it more descriptive.
  6. Select the Record Source to be saved.
  7. Rename the automation.
  8. Activate the automation by setting the toggle to the on position.
  9. Click Save to save the automation.
The automaton is added to the list of automations and runs the next time the conditions are met.
NOTE: The Save Record action is meant to be used in conjunction with the Get Record and Set Fields actions.
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