The Create Temp Record action will create a Record that is never saved into the system

A perfect use case for a Temp Record is when you run an Add-In from the toolbar. In that case you do not have a Record referenced. You can add a Temp Record action then you can use other actions such as the Search and Update to retrieve values. Without a Record the update would fail because you have nowhere to store them.


Temp Records cannot be saved into the system. They are designed to only be available through the one workflow "cycle." In other words, once the toolbar Add-In is done the Record is gone.


Options


    • New Record Fields - You need to specify all the fields to use for the Temporary Record created. 


    • Active / Alternate - Specify whether you want this Temporary Record to be the Active Record or Alternate Record in workflow.