Requirement – Create a child custom record upon the creation of a parent record. There is a custom child record in the Item record. And whenever an item record is created a child record should be created automatically in the same name as the parent Item.
Solution – We have put a workflow in the item record.
Action – Create record
Trigger On – After Record Submit
Event Type – Create
In Cotext, include CSV also as they will create items through CSV
Under the parameters section,
Record Type – select the child record type
In the sublist,
1st line – Field: The name field of the child record, Value field: Name (Item name)
2nd line – Field: parent item(parent link field in child record), Selection: current selection