Workflow Execute SQL - Create a new record

Hi, 

as part of a opportunity workflow rule im trying to create a new record in a custom table called fund - i know how to use the execute sql action to update records but have never adding one to create a new record in a table

does anyone have any examples on how to do this please?

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  • 0 in reply to Vega

    yes the fund table is a CRM entity (created via the advanced customisation wizard) and yes its in the same database

  • 0 in reply to SIQ

    If the notes idea doesn't work below, I would create a new field on the opportunity which is just a flag. In your workflow set the flag value, for example if it's an integer field, set it to 1. Then have a tablescript that runs on update record that creates a new record when the flag changes value to 1, using the CRM.CreateRecord method and do it that way. Then you can also update that value to 2 so it doesn't run again.