Related Record action

This action creates a related record of the selected type using either a conversion map or a record template. The action can either create a record of a different object type or clone the current record. To create this type of action, select:

• Action Name — The display name of the action.

• Group Action — Check to allow this action to be performed on group of records selected in a list view. The action flow of a Group Action is similar to a Mass Update action flow and is initiated from Status Change page instead of Mass Update page respectively. For more information, see Updating multiple records.

• Render Button — Check to render this action as a button (instead of an item in the action menu) on a record view page.

• If you choose this option, the Toolbar Responsive Overflow Rule drop-down list is enabled. See Using buttons on pages for more information.

• Change Status To — The new workflow status assigned as a result of the action (optional).

• Use Web Page — A New page to create a record of the selected type (this page will open when the action is performed)
• Use Conversion Map — A conversion map to transfer fields from original record to the new one. For information about conversion maps, see Converting records.
• Use Record Template — A record template to create a new record (ignored if a conversion map is selected)

• Action Condition Formula — A formula that returns true or false. If the formula returns false, this action is not available for the current record.

• Permissions — Specify the role, user, or relationship-based permissions required to run this action. See Access control for information about permissions.