Create Client with workflow

Create Client with workflow

The create client workflow object allows you to create a new HelpMaster client. The details for the client can be set via calculated variables/scripts, or via user input.

workflow create new clientworkflow create user

Use

Select the Create Client workflow item from the workflow toolbox and add it to the workflow designer.

workflow create new client

Title: This is the title that appears on the workflow canvas. It is used to identify this workflow object. This will also appear in the message box title bar

Description: A longer description of what this workflow step is about. This description will appear to the user within the workflow panel when this workflow step is activated.

First name: The first name of the new client. This can be left blank, prompting the user to fill it in, or can use a variable that resolves to this value.

Last name: The last name of the new client. This can be left blank, prompting the user to fill it in, or can use a variable that resolves to this value.

Email address: The email address of the new client. This can be left blank, prompting the user to fill it in, or can use a variable that resolves to this value.

Phone number: The phone number of the new client. This can be left blank, prompting the user to fill it in, or can use a variable that resolves to this value.

Store the new Client PKID in this variable: When the new client is successfully created, their unique database ID, or their PKID (Primary Key ID) can be stored in a variable. This is useful is you wish to do further database/SQL look-up, or updates for the newly created client.

Using Variables

When variables are used as place-holders for the client details, the value of these variables will be updated if they are changed by the user.

See Also

Workflow Overview

Workflow Objects

Use the Client PKID in a further script (SQL/Powershell) workflow operation

Email Manager - Create Client Options