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.
Properties
Options
| Name | Title | Required | Description |
|---|---|---|---|
| listProperties.title | Title | No | Title of the property. This will be displayed as a column in the list of resources collected in the form. |
| listProperties.propertyName | Property to show | No | The internal name of the property to show in this column in the list of resources collected in the form. Examples: Title, AssignedTo, wpDocumentCategory |
| listProperties.propertyType | Property type | No | The type of data in the property, e.g., Text, DateTime, Boolean, etc. |
| listProperties.propertyOptions | Options of the property | No | If the Property type is "Choice" or "MultiChoice", this field determines which options the field has. |
| listProperties.allowEdit | Allow edit | No | Use this field to set whether the data in this property can be edited in the form. Default = No. |
| sources.title | Title | No | The title of the source. This will be displayed on the button which activates the search panel for the source. |
| sources.businessModuleId | Business module | No | Select the business module of the entity on which you want to be able to select items and add them to this form. ghkuygkugykuyg |
| sources.entityId | Entity | No | Select the ID of the entity on which you want to be able to select items and add them to this form. |
| sources.list | List | No | Select the list on the entity from which you want to be able to select items and add them to this form. |
| sources.view | Default view | No | Select the default view to use on the selected list. |
| sources.getOnLoad | Get on load | No | Use this field to select whether all items in the selected list should be loaded into the form when it loads. Default = No. |
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