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Question

row action to create contact from custom object table

  • July 10, 2024
  • 2 replies
  • 3 views

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We are a school and our “Accounts” are actually families.

I have imported my new contacts into a skuid table on a custom object and the account id has been filled in for each row. Now I need to create a contact for each row under it’s matching account. I would like a row action to do this. Can anyone send me the code? 

The custom object fields match fields on the Salesforce contact object.

Thanks!

2 replies

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Anna,

I think you can do this with the Action Framework.  Would you post a picture of your table with some sample data.  I want to make sure I follow you.  Also do you want to create the contact without any intervention from the user or is a Pop Up confirmation right for your use case?

Thanks,

Bill


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  • Nintex Employee
  • July 10, 2024

Bill is right.  An action sequence on the row action should do this JUST FINE.

No Code.  No Kidding…