Actions478
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Subaccount → Insert/Update
AI-generatedSummary
Insert or update a Subaccount record
Inputs
- Active — The active
- Description — The description
- Secured — The secured
- SubaccountCD — The subaccount cd
- SubaccountID — The unique identifier for the subaccount
Output shape
a single Subaccount record
Returns the full Subaccount entity; may include system‑generated fields; pagination not applicable
Examples
Example 1: Create a new subaccount
Set Additional Fields → Description: 'Acme Corp', Active: true, Secured: false, SubaccountCD: 'ACME001', SubaccountID: 0
Example 2: Update an existing subaccount
Provide SubaccountID: 5, set Secured: true, Description: 'Acme Corp Updated'
Example 3: Upsert using only SubaccountCD
Set Additional Fields → SubaccountCD: 'XYZ', Description: 'New XYZ Co.'