Article published on the 3rd of March, 2023.
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The contents of this article may be subject to change due to ongoing development of WorkPoint Automate.
The Resources form can be used to collect data from multiple different sources and pass the data along to another step as a JSON array.
An example of use could be to collect information about people from a list e.g. a case, but to also add people from another source using an endpoint, and output the collected people as an array to another step in the process.
Step specific properties
| Parameter name | Required | Type | Description |
|---|---|---|---|
| General | |||
| Title | Yes | String | The title of the step as it is displayed in the process builder and to the end user when running the process. |
| Description | No | String | Use this field to type in a description for the step. This description is shown both in the process builder (below the step in the overview) and to the end user when running the process (below the step name in the main section of the process). |
| Name | No | String | The name used to refer to this specific step in the process. Must be unique for each step. This name is not displayed to the end user. Default value is "ResourcesForm". |
| Step Input | No | String | Use this field to specify an initial input for this entity form. This field is typically not used for the Resources form. |
| Options | |||
| Properties | |||
| Title | No | String | Title of the property. This will be displayed as a column in the list of resources collected in the form. |
| Property to show | No | String | The internal name of the property to show in this column in the list of resources collected in the form. Examples: Title, AssignedTo, wpDocumentCategory |
| Property type | No | String | The type of data in the property, e.g., Text, DateTime, Boolean, etc. |
| Options of the property | No | String | If the Property type is "Choice" or "MultiChoice", this field determines which options the field has. |
| Allow edit | No | Boolean | Use this field to set whether the data in this property can be edited in the form. Default = No. |
| Sources (Endpoint) | |||
| Title | No | String | The title of the source. This will be displayed on the button which activates the search panel for the source. |
| Endpoint databinding | No | N/A | In this field you can set up for endpoint databinding making it possible to search through a custom endpoint and adding the selected resource to the form. |
| Sources (List items) | |||
| Title | No |
String | The title of the source. This will be displayed on the button which activates the search panel for the source. |
| Business module | No |
String | Select the business module of the entity on which you want to be able to select items and add them to this form. |
| Entity | No |
Number | Select the ID of the entity on which you want to be able to select items and add them to this form. |
| List | No |
String | Select the list on the entity from which you want to be able to select items and add them to this form. |
| Default view | No |
String | Select the default view to use on the selected list. |
| Get on load | No |
Boolean | Use this field to select whether all items in the selected list should be loaded into the form when it loads. Default = No. |
| Sources (Entity items) |
|||
| Title | No |
String | The title of the source. This will be displayed on the button which activates the search panel for the source. |
| Business module | No |
String | Select the business module on which you want to be able to select entities to add to this form. |
| Default view | No |
String | Select the default view on the selected business module to use to display entities. |
| Get on load | No |
Boolean | Use this field to select whether all entities in the selected business module should be loaded into the form when it loads. Default = No. |
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