To automate the Create Person action, use the following guidelines to set up the template fields. Any fields denoted with a red asterisk require a value.

Create_Person.png

All fields with the exception of Referred by allow you to enter a value or select a value from the trigger record or the record referenced in previous steps.

Click the + icon to display your choices for the selected field. Click the down arrow and then click on a field to select that value.

Person_First_Name.png

Prefix: Enter the prefix, (Mr., Mrs., Ms., etc.), for the person being created or click the icon in the field to select from other available values.

First name*: Enter the first name or click the icon in the field to select from other available values.

Last name*: Enter the last name or click the icon in the field to select from other available values.

Referred by: Click the down arrow in the field to display a list of available contacts to select from, if applicable. Or click Use a Custom Value (advanced) for more options.

Referred_by.png

Use a Custom Value (advanced): If you select this option you will be prompted to select referred by values from the trigger record or from the record referenced by the previous step if this is not the first step.

Referred_by_adv.png

Avatar: If an avatar exists for this person, enter the URL path to the image or click Use a Custom Value (advanced) for more options.

Title: Enter the title of the person being created or click Use a Custom Value (advanced) for more options.

Website: Enter the URL for the website associated with this person or the organization the person represents or click Use a Custom Value (advanced) for more options. Be sure to include http:// or https:// at the beginning of the URL, as applicable.

Click the Save button to record the changes to the action.

Did this answer your question?