Create data

The Create Data flow block maps data from a source data set into a destination data set. The Create data flow block does not output any information to the user or the assign the values with the data set; it simply maintains the mapping between the two data sets.

1. Pre-populate a Smart Form or a custom data set with information coming from your CRMClosed Customer relationship management (CRM) is a software system used to manage customer interactions with the goal to sell a product or service. system.

Use the Retrieve data flow block to get information from CRM. Use the Create data flow block to map a data element. Using theRetrieve data from Experlogix Smart Form or the Get user input flow block to set the initial values.

2. Template Builder- Creating Fields

Initialize 'variables' to use at the template level. If you need to send specific information to a template and need a place to hard-codeClosed to fix (data or parameters) in a program in such a way that they cannot be altered without modifying the program. the values, you can use the Create data flow block. Create a custom Data Set with the fields you need at the template level. (In the example below, we have 'Field1' and 'Field2')

Parameters

The dropdown menus below provide all of the Create data flow block configuration options with detailed information and recommendations to help you configure your flow block.

You can further customize your flow block's parameters in several ways

  • Users can use linked fields to map data from your data set(s)

  • User can use edit fields to customize the flow block

  • Using delayed output settings to wait for signatures or file names of completed documents

The Basic settings for the Create data flow block allow you to select the fields you wish to maintain the mapping between your data set and your output.

Create data Basic settings functions

Index No.

Field name

Function

1

Data set(not pictured

Sets the destination Data Set when selecting fields.

2

Map your data

Allows the user to map data for all fields in the destination data set with values coming from any data sets.

3

Destination Data Sets

Displays all fields included in the destination data set.

4

Assignable Fields

Allows the user to assign a field from any other Data Set included in the flow. The selected fields display in yellow when you've selected them. When you save the selection, your fields display under the Overview data.