Create Records Node

Updated 

The Create Records node enables you to create records for a specified entity type and store them in Sprinklr's database. This node allows various fields to be tagged with values that can either be sourced dynamically from the workflow or defined statically during configuration.

Supported Fields

Field

Description

Name

Give a unique name to your node.

Entity Type

Select the desired entity type you want to create a record for.

Set Fields

Set the required fields for the record being created.

Output Variable

Define the variable to store the newly created record.

Exception Variable

Specify a variable to capture technical errors encountered during record creation.

Creating a Case

When Case is selected as the Entity Type, two mandatory fields must be entered under Set Fields:

  • From Social Network: Defines the channel for the Case, such as Email or Sprinklr Live Chat.

  • From Social Network User ID: The unique ID for that channel.

Note:

  • The Create Records node displays only the fields that are supported for record creation. Immutable fields are excluded from the field selection list, ensuring that only valid fields are available during configuration.

  • Filter values accept only String values, not numbers, and must be entered within double quotes.

  • To configure two execution paths, Success and Failure, you must define an Exception Variable within the node. This enables:

    • Success Path, executed when the operation runs successfully.

    • Failure Path, triggered when the operation encounters an error.

Linking Cases

Cases can be linked directly within Integration Workflows using the Linked Case IDs field available on the case entity. By adding a case asset ID (not the case number) to this field, relationships can be established between cases, making it easy to connect related cases based on criteria such as the same customer, email ID, or issue type while configuring workflows.

Once linked, these cases are visible in the Care Console as linked cases. The Linked Cases widget can also be used to view all linked cases for the current case, providing better context and making it easier to manage related cases efficiently.