---
title: "Creating a Record"
slug: "oss-workato-creating-a-record"
updated: 2026-02-18T18:37:11Z
published: 2026-03-10T14:01:04Z
canonical: "docs.onespan.com/oss-workato-creating-a-record"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.onespan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating a Record

The **Create record** action generates a new object within OneSpan Sign. When you choose transaction as the type of record, this action initiates a new OneSpan Sign transaction.

#### Transaction Information

| Input field | Description |
| --- | --- |
| Transaction name | **Required.** The display name of the transaction as seen by senders and recipients. |
| Status | **Required.** Sets the initial status (`DRAFT` or `SENT`) and determines whether the transaction is sent immediately or saved as a draft. |

#### Documents

A collection of documents included in the transaction. Each document must contain the following fields:

| Input field | Description |
| --- | --- |
| Document ID | **Required.** Unique identifier for the document. |
| Document name | **Required.** Name of the document as it appears in OneSpan Sign. |
| Document index | **Optional.** Determines document order within the signing process. |
| Base64 content | **Required.** Base64‑encoded file content. |

#### Roles

Roles represent the participants in the transaction, including signers and other recipients. Each role supports the following fields:

| Input field | Description |
| --- | --- |
| Role ID | **Required.** Unique identifier for the role. |
| Role name | **Required.** Display name of the participant. |
| Signer first name | **Required.** First name of the signer. |
| Signer last name | **Required.** Last name of the signer. |
| Signer email | **Required.** Email address of the signer. |
| Role index | **Optional.** Defines the signer’s position in the workflow. |
| Email message content | **Optional.** Custom message included in the email sent to this signer. |
| Auth scheme | **Optional.** Identity‑verification method (e.g., NONE, `SMS`, ID_VERIFICATION). |
| Auth challenge | **Optional.** Challenge information required by the selected authentication method. |
| Signer company | **Optional.** Company name of the signer. |
| Signer title | **Optional.** Job title or role of the signer. |
| Attachment requirements | **Optional.** Additional documents the signer must upload. |

### Settings

Settings allow you to configure the behavior and appearance of the transaction.

| Setting | Description |
| --- | --- |
| In Person | **Optional.** Indicates that this is an in‑person signing session. |
| Font Size | **Optional.** Default font size used during signing. |
| Default Time‑Based Expiry | **Optional.** Number of days before the transaction expires. |
| Message to All Recipients | **Optional.** A message displayed to all transaction participants. |
| Timezone | **Optional.** Time zone applied to the transaction (e.g., `America/Toronto`). |
| Language | **Optional.** Language code for emails and the signing ceremony (e.g., `en`, `fr`, `zh-CN`). |
| Review Before Completion | **Optional.** Requires sender review before marking the transaction complete. |
| Maximum number of files per attachment | **Optional.** Limits how many files may be uploaded for each attachment requirement. |
| Sender Visible | **Optional.** Determines whether the sender appears in the signer list. |

### Data

Use these fields to attach metadata to the transaction.

| Field | Description |
| --- | --- |
| Workato Data | **Optional.** Contextual information used for Workato integrations and troubleshooting. |
| Custom Fields | **Optional.** Additional metadata such as internal reference numbers. |

### Sender

If provided, sender details override the connected user.

| Field | Description |
| --- | --- |
| Sender first name | **Optional.** First name of the sender. |
| Sender last name | **Optional.** Last name of the sender. |
| Sender email | **Required if sender details are provided.** Email address of the sender. |

Field availability may change as the connector evolves.

### Output

| Output field | Description |
| --- | --- |
| Package ID | The unique ID of the OneSpan Sign transaction. Use this value in subsequent steps to retrieve, update, or track the transaction. |