Temp Records are used when you need a Record to save data but do not have one references

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.