Knowledge BaseHow to use Autopilot Process SetupHow do I populate a master data list from a workflow?

How do I populate a master data list from a workflow?

Autopilot allows you to save captured data from a form into a master data list, so that you can reuse the data.

For. e.g. Customer details captured in the 'New Customer take-on Request', can be used to populate the customer details in the 'New Customer support Request'

Below is a simple step by step guide on how to write to the master data list. To access the master data, see: How do I Access Master Data Management?

Create a master data list

Create a master data list

The master data list can be:

  1. Standard list
  2. Configured list.

A Standard list will allow you to add a list of data items as a single column. A configured list will allow you to add more than one column to your list.

Configured List

Configured List
  • Add the different field names as columns
  • Select a field type
  • Select the field data type
  • Set an order
  • Set one of the columns to be the view field i.e. the column that will be used to display the data in a field.

Create an Automated step to map fields to save data to the master data list

Create an Automated step to map fields to save data to the master data list

Add an Automated step to your workflow. To learn how to add a step to the workflow, See: How do I add a step to the workflow?

Accessing Automated Actions Settings

Accessing Automated Actions Settings
  1. Click on the settings Icon on the New Automated step that was created
  2. Click on 'Automated Actions Settings' on the right side pane.

Automated Actions Settings

Automated Actions Settings

Select the Automated action you would perform.

  • If you adding to the customer master data list, click on Create customer master data record
  • If you adding to the supplier master data list, click on Create supplier master data record
  • If you adding to the employee master data list, click on Create employee master data record
  • If you adding to a custom master data list, click on Create custom master data record

Select a List

Select a List

Select the list you want to map the fields to.

Click on Map Fields

Mapping fields

Mapping fields

Set the Form Section Field to the list fields as displayed above.

Click on Save once the mapping is complete.

The automated step will automatically take the values captured on the form, and fill in the list that you have created.

The list can then be used in any other workflows and read in the same data.