Overview

The DomainRecordTemplate action creates a new record in a specified domain using a pre-configured template. Templates define default field values, related records, and business rules that are applied when the new record is created.

How It Works

When executed, the DomainRecordTemplate action:

1. Retrieves the template specified by the templateId parameter
2. Creates a new record in the target domain (as defined in the template)
3. Populates the new record based on data in the source record -- uses the mappings defined in the template.
4. Creates any related child-records as defined in the template

The DomainRecordTemplate action can be triggered from any domain and creates records in any domain that has templates configured:### Common Use Cases

• Record conversion - Convert an incident to a claim
• Child record creation - Create tasks, notes, or documents from a parent record
• Workflow automation - Auto-create follow-up records based on events
• Data initialization - Create records with pre-populated values
• Related record setup - Create multiple related records in one action