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Create Record

Description​

FreshDesk: Create Record step creates a FreshDesk record.

Reference: To check the Field Value type required for the specified Field Name supported for the given Form Name, use the following links:

  • https://developers.freshdesk.com/api/#filter_tickets
  • https://developers.freshdesk.com/api/#create_ticket

Configurations​

No.Field NameDescription
Configuration
1Step NameSpecify the name of the step. This name has to be unique in a single workflow.
Connection:
2Base URLSpecify the base URL of the FreshDesk cloud instance. For example, https://XXXXX.freshdesk.com.
The field data type is String. This field is mandatory.
3Accept value as variable/staticLeave checkbox unchecked to accept API Key value from a field in the previous steps of the stream using a drop down list.
Else enable checkbox for API Key field to appear as text box.
4API KeySpecify the API Key to authenticate FreshDesk cloud instance.
The field data type is String. This field is mandatory.
5Test ConnectionVerifies whether the connection is established or not.
Note: For the purpose of verification, fields coming from previous steps are not allowed since field values can only be accessed when workflow is in running state. The Test Connection button will only work with static (hardcoded) values and environment variables.
Input Tab:
Input Fields
1Form NameSpecify the name of the form to create a specific record.
The field data type is String. This field is mandatory.
2Accept Fields As JSONYou can select the checkbox, if required.
- If the Checkbox is selected, the ‘JSON‘ field will be used to create the record.
- If the checkbox is not selected ‘Table Fields’ will be used to build the JSON to create the record.
The field data type is Checkbox. This field is mandatory.
3JSONProvide JSON in a valid format to create the record. For the JSON sample, see Annexure.
Table Fields:
1Variable Field NameSpecify the value as a field or variable.
2Static Field NameClick the cell in the input table, fields associated with the form name will get populated.
3Field ValueSpecify the value of the respective field associated with the field name.
The field data type is String. This field is mandatory.
4Field Data TypeSpecify the data type of the respective field associated with the field name.
Allowed values: 'string', 'number', 'array of objects', 'array of strings', 'datetime','Integer', 'boolean', 'array of hashes', 'array', 'date'.
Output Fields:
1Record IDHolds the ID of the record created in the FreshDesk cloud instance.
Default value: RecordID
tip

The user must be authorized to access the specified form name.

Annexure​

JSON sample syntax format

{
  "field1": integerValue1,
  "field2": "stringValue2",
  "field3": numberValue3,
  "field4": {
    arrayValue1,
    arrayValue2
  },
  "field5": [
    "arrayOfHashKey1": arrayOfHashValue2
  ],
  "field6": [
    arrayOfObjectValue1,
    arrayOfObjectValue2
  ],
  "field7": [
    "arrayOfStringValue1",
    "arrayOfStringValue2"
  ],
  "field8": "booleanValue8",
  "field9": "dateValue9",
  "field10": "dateTimeValue10"
}

Sample JSON

  • {"type":"Problem","description":"Test Create Ticket...","subject":"RPA Support","email":"tom@outerspace.com","priority":1,"status":2,"cc_emails":["ross@freshdesk.com","diana@freshdesk.com"],"due_by": "2021-10-09T13:11:43Z","fr_due_by": "2021-10-09T13:11:43Z""custom_fields":{"cf_custom_ticketsubject":"RPA"}}
  • {"type":"Problem","description":"Test Create Ticket..."}
  • {"email":"tom@outerspace.com","priority":1}
  • {"cc_emails":["ross@freshdesk.com","diana@freshdesk.com"]}
  • {"fr_due_by": "2021-10-09T13:11:43Z", "custom_fields":{"cf_custom_ticketsubject":"RPA"}}
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