The Insert action in workflows facilitates seamless data entry, integrating new information into systems with precision and efficiency. Follow the steps below to execute the action in the workflow:

1. Access Settings and Automation:
2. Click User Settings in the top right corner.
3. Expand the left navigation bar.

4. Select Automation → Workflows.

5. Add New Action:

6. Navigate to Actions and click the + sign.

7. Enter Action Details:

8. Provide a Name.
9. Select Insert as the Type.
10. Choose the Target Object and Target Columns.

11. Optionally, set a Default Value.

12. Configure Source and Conditions:

13. Select the Source Object.

14. Add Filter Conditions using the Expression Builder.

15. Adjust and Save:

16. Modify the Sequence if needed.
17. Set the Status to Active or Inactive → Save

Here are some of the images to help understand the process better

This shows the add action section

This is the window showing the details of the workflow.

Thank you for following these steps to configure your SnapApp components effectively If you have any questions or need further assistance, please don’t hesitate to reach out to our support team. We’re here to help you make the most out of your SnapApp experience.

For support, email us at snapapp@bluevector.ai