# 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 | --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.aiflo.app/web-workflow/add-record-stage.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.