Actions199
- Asset Category Actions
- Comment Actions
- Contact Actions
- Custom Form Actions
- Customer Actions
- Customer Asset Actions
- Customer Location Actions
- Document Actions
- KPI Actions
- Blocked Deliverables
- Expiring API Keys
- Expiring Proposals
- Expiring Warranties
- Inactive Partnerships
- Lead Pipeline Health
- Open External Tickets
- Open Tickets
- Overdue Operational Items
- Overdue Payments
- Process Bottlenecks
- Projects at Risk
- Proposals Without Activity
- Queue Health
- Revenue at Risk
- Stale Operational Items
- Stale Proposals
- Team Workload
- Unassigned Items
- Upcoming Payments
- Won Without Project Start
- Work Items Due
- Label Actions
- Lead Actions
- Lead List Actions
- Location Actions
- Operational Work Item Actions
- Payment Actions
- Process Definition Actions
- Project Actions
- Proposal Actions
- Resource Actions
- Support Request Actions
- Tag Actions
- Team Member Actions
- Timer Actions
- Work Item Actions
Operational Work Item → Create
AI-generatedSummary
Creates an operational work item in a selected process, with a required name and optional customer, customer asset, description, due date, owner, and priority.
Inputs
- Process (required) — Selects the process for the new work item.
- Name (required) — Sets the work item's name.
- Additional Fields — Customer — Optionally associates a customer.
- Additional Fields — Customer Asset — Optionally associates a customer asset.
- Additional Fields — Description — Optionally sets a description.
- Additional Fields — Due Date — Optionally sets a due date.
- Additional Fields — Owner Name or ID — Optionally assigns an owner by choosing from the list, or specifying a member ID using an expression.
- Additional Fields — Priority — Sets priority to Critical, High, Low, or Normal; the UI default is Critical.
Output shape
A single record
The source pack contains no visible execute implementation, so the created record's exact fields and response behavior cannot be confirmed.