Create a request as automation

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In order to create an automation to create a request, you will need to switch to script mode.

This article will explain you how you can create a request from an existing request. Using a CORE Automation, it is possible to reuse existing data from your request and create a new one.

In order to do so, create a new Automation and add a new Action of type "Core".

Switch to Script mode. You should see the following:

{
  "name": "New automation",
    "on": [
      "responses:completed"
    ],
      "actions": [
        {
          "type": "core",
          "options": {}
        }
      ]
}

Change the script to the following one:

{
  "on": [
    "manual"
  ],
  "name": "Create new request",
  "actions": [
    {
      "ref": "new_request",
      "type": "core",
      "result": [
        {
          "type": "link",
          "options": {
            "uri": "https://app.penbox.io/{$company.attributes.slug}?id={$output.id}"
          }
        }
      ],
      "options": {
        "data": {
          "type": "requests",
          "attributes": {
            "data": "{ data }",
            "user": "{ user }",
            "active_from": null
          },
          "relationships": {
            "owner": "{ $request.relationships.owner }",
            "flow_customization": {
              "data": {
                "id": "039a0bb7-a8dd-4e57-8b29-bd72f94094c1",
                "type": "flow_customizations"
              }
            }
          }
        },
        "action": "create",
        "continue-on-error": true
      }
    }
  ]
}

Where flow_customization.id is the uuid of the form preset you want to use.

This payload will:

Create a new request using the form preset 039a0bb7-a8dd-4e57-8b29-bd72f94094c1
Assign the same owner as the owner of the current request
Redirect the user to the newly created request
Prefill the request with the same information from data and user as the current request.

The form template ID can be found when visting this page and extracting the URL:

Example:

https://app.penbox.io/my-workspace/customizations/1ef53402-d1c8-61b0-581a-b1427cfe333b

The uuid is the id at the end of the URL.