Use the Create Objects activity to create one or more objects in Sage CRM.
About this task
Use this task to create one or more objects in the Sage CRM. The call to this activity is a
synchronous call where the input data is sent to the activity for processing and the response is
sent back to the orchestration.
Procedure
- Right click the Orchestrations section and select new orchestration.
- Drag the newly created Sage CRM endpoint to the orchestration and select
Create Objects activity.
- The Create Objects activity will be added to the orchestration. Select
the activity. The Sage CRM Create Objects Checklist is displayed.
- In the checklist, click Configure.
- Click Browse to select the object type. The Browse Sage
CRM window is displayed.
- In Browse Sage CRM, you can select the object type from the object type
list. Click OK.
- In the Checklist, click Retry. Review the default
settings and make the required changes.
- Select the Map Inputs in the Checklist. The XML
Schemas generated from the selected object of the Create Objects activity are
displayed as nodes under the request input parameter in the To Activity
panel.
- Create a map between the orchestration variables and the input parameter of the activity.
Note: Values must be provided at run time for any mandatory elements of the input structure. A
value can be provided by specifying a default value for element or by linking the element with an
input node. During run time if no value is provided for a mandatory element, the activity throws an
exception, which is reported by the Web Management Console. If a value is not provided at run time
for an optional input parameter, no exception is thrown during run time.
- Select the Map Outputs in the Checklist. The XML
Schema generated to hold the response of the activity is displayed as nodes under the response
output parameter in the From Activity panel.
- Create a map between the output parameters and orchestration variables.
Results
You have configured the Sage CRM Create Objects activity.
Note: You can add more than one object as input to this activity. To add more than one object as input,
right click the Object tag in the To Activity pane of Map
Inputs, and select Expand Occurrences.
Objects which have references with other custom or standard objects, with relationship types as
‘association’ and not read only will be shown in the map inputs. In such cases, it is possible to
create / update the configured custom object along with the referenced object.