# Add Record Stage

### **Add Record** **Interface Overview** 1\. Select Repository * Choose the repository where the new record should be added. 2\. Fields Mapping Each field in the repository can be mapped using the dropdowns: | Component | Description | | ------------ | ------------------------------------------------------------------------ | | Select Field | Choose the field from the repository you want to populate | | Select Value | Choose how the field will be populated: Custom, Calculated, or Variable. | **Field Behavior by Type** A. Field Types Supporting Custom and Variable Value * Single Line * Multi Line * Email * Checkbox * Lookup * Multiselect * Select * Attachment * User or Group * Hyperlink * Location When selected: * Custom → Shows a simple text field to manually input a value (e.g., Name>>Custom>>"Raaghav"). * Variable → Shows a dropdown of all available variables. * If the variable is a record or records type, an additional text field is shown to specify the record parameters. B. Field Types Supporting Custom, Calculated, and Variable Value * Decimal * Number * Date When selected: * Custom → Displays a text input (e.g., enter 200.5 for a decimal). * Calculated → Displays a multi-line expression editor for formulas or expressions (e.g., {{Total}} \* 0.18). * Variable → Displays a dropdown with all workflow variables. If variable is from a record or records type, additional field appears to input parameters. **Example** To add a record to a "Candidate Applications" repository:

Field	Select Value	Result on RHS (Right-hand Side)
Name	Custom	Display a text field Manually enter: "Raaghav"
Email	Variable	Displays a dropdown with all available variables
Experience	Calculated	Displays a multiline text area. Enter calculated expression like: {{Years}} + 1
Date of Joining	Custom	Displays a date picker or text field to manually enter/select the date
Education	Variable (Record type)	Displays a dropdown of variables and a text field to enter record-specific parameters

**Best Practices** * Use Custom for fixed text/numeric input. * Use Variable for dynamic inputs from earlier stages. * Use Calculated for formulas involving variables or expressions. ### **Add Record Stage Under For Each** This document explains how to configure and use the Add Record stage inside a For Each stage to create new records dynamically based on a list or collection from a repository. **Overview** The For Each stage is used to iterate over a list of items (typically a repository containing multiple records). Within it, the Add Record stage is used to insert a new record for each item that matches an optional condition. **For Each Stage – Configuration** 1\. Select Repository Choose the repository you want to loop over. Example: Candidate 2\. Condition You can apply a condition to filter which items should be processed. Example Condition: Status == "Shortlisted" This ensures only shortlisted candidates are processed in the loop. **Add Record Stage – Inside For Each** This stage is used to create a new record for each item in the loop. **Configuration Steps** 1\. Select Target Repository Choose where the new record should be added. Example: Interview Schedule 2\. Field Mapping For each field in the target repository, define how its value will be populated:

Field Type	Supported Value Types	RHS Behavior (Right-Hand Side)
Text, Email, Select, Checkbox, Lookup, Location, User or group, Hyperlink, Attachment, etc.	Custom, Variable, For Each Repository	Custom: Text field Variable: Dropdown of variables For Each Repository: Dropdown of fields
Decimal, Number, Date	Custom, Calculated, Variable, For Each Repository	Custom: Text/Date input Calculated: Multiline expression editor Variable/For Each: Dropdown or item path

"Select Value" Options (Dropdown Explanation)

Option	Description
Custom	Manually input a fixed value. Example: "Scheduled"
Calculated	Use expressions like {item.Score} * 0.r
Variable	Select from available workflow variables (outside loop context)
For Each Repository	Select from fields of the current item ({item}) being looped. Dropdown shows fields like Name, Email

**Example Scenario** Goal: For every shortlisted candidate, add a record to the *Interview Schedule* repository. For Each Stage: * Repository: Candidate * Condition: Status == "Shortlisted" Add Record Configuration:

Field Name	Select Value	RHS Configuration
Candidate Name	For Each Repository	Select Name → becomes Name
Candidate Email	For Each Repository	Select Email → becomes Email
Interview Date	Custom	Manually pick a date or enter fixed value
Score Weight	Calculated	Enter {Score} * 0.5
Interviewer	Variable	Select {AssignedInterviewer}

### **Add Record Stage Under Condition Stage** The Add Record stage can be placed inside a Condition stage to create a new record only when specific criteria are met. **Condition Stage – Overview** Purpose: The Condition stage evaluates a boolean expression using workflow variables. If the condition returns true, the nested stages (like Add Record) are executed. If false, they are skipped. **Configuration:** Add a Condition Stage: * Drag and drop the Condition Stage into your workflow. * Choose “Condition” (not Condition Set). * Set logic (e.g., AND). * Select variable: Total Score * Condition: Greater Than or Equal To * Value: 5 **Add Record Stage – Inside Condition:** This stage is used to insert a new record only when the condition evaluates to true. 1\. Select Repository: Choose the repository where the new record should be added. Example: Offer Letters 2\. Field Mapping:

Field Type	Supported Value Types	RHS Behavior (Right-Hand Side)
Text, Email, Select, Checkbox, Lookup, Location, User or group, Hyperlink, Attachment, etc.	Custom, Variable	Custom: Text field Variable: Dropdown of available variables
Decimal, Number, Date	Custom, Calculated, Variable	Custom: Text/Date input Calculated: Multiline expression editor Variable: Variable dropdown

**Example Scenario** Goal: If a candidate is selected, create a new Offer Letter record. Condition Configuration: * Select variable: Total Score * Condition: Greater Than or Equal To * Value: 5 Add Record Configuration (inside true path) | Field | Select Value | RHS Result | | -------------- | ------------ | ---------------------------- | | Candidate | Variable | ${Variable:Candidate\_Name} | | Email | Variable | ${Variable:Candidate\_Email} | | Offer Status | Custom | "Draft" | | Salary Offered | Calculated | {Candidate:ExpectedCTC}\*1.1 |