Create linked records with a Dataraptor

Downloads

GitHub: Create linked records with a Dataraptor json

Steps

Step 1. Create a Load Dataraptor

Extra Step. Create a form

Step 1. Create a Load Dataraptor

In this example we will create an account record and a contact linked with this account. Open ‘Vlocity DataRaptor Designer’ tab and click on ‘New’ button. Fill the fields with the following values and click on ‘Save’.

Screen Shot 2018-08-20 at 17.52.46

Click on the ‘Objects’ tab.  Create an Account and a Contact row. In the Contact information, click on ‘Add Link’ and set the following values to link the contact with the account.

Screen Shot 2018-08-20 at 17.54.44

Click on ‘Fields’ tab and then ‘1 – Account’ subtab. Set the account name.

Screen Shot 2018-08-20 at 17.56.30

Click on ‘Fields’ tab and then ‘2 – Contact’ subtab. Set the contact last name. You can check there is already a row that linked the contact with the account.Screen Shot 2018-08-20 at 17.57.23

Click on ‘Preview’ tab to test it. Copy this script and paste in the ‘Input’ area.

{
“accountName”: “account test”,
“contactLastName”: “contact test”
}

Screen Shot 2018-08-20 at 18.11.53

Click on ‘Execute’ button. The account and the contact will be created.

Screen Shot 2018-08-20 at 18.12.06

Extra Step. Create a form

If you want to know how to link this dataraptor with an omniscript, please check the post:

Dataraptor Post Action

2 thoughts on “Create linked records with a Dataraptor

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