Plugin Mode

Add Records Continuously

Summary

After you save a record, you can add another record in succession, carrying over the contents of specified fields.

Smartphone support

This plugin supports smartphones.

How to use

Choose the fields to carry over to the next record. This reduces repeated entry when creating several records with shared information.

When it runs

Depending on the settings, this customization runs at the following times. Any configured conditions are also evaluated.

  • Immediately after a record has been saved
  • When you open a record creation page

Parameters

Enter or select a value for each setting unless it is marked optional.

Fields to Copy

If there are any fields whose values you want to carry over (copy) when adding records consecutively, please add them here. Add more entries as needed.

Field

Choose the field whose value will be carried over to the next record.

The following field types cannot be selected.

  • Calculated
  • Attachment
  • Record number
  • Record ID
  • Revision
  • Created by
  • Created datetime
  • Updated by
  • Updated datetime
  • Status
  • Assignee
  • Table
  • Related records
  • Field group
  • Label
  • Blank space
  • Border

Fields inside tables cannot be selected.

Restrictions

Operation is not guaranteed in apps where the field code of the Record number field has been changed.

The following actions and conditions are useful when building similar behavior in customization mode.

Actions

Conditions