WorkPoint Automate - Get items – Welcome! How can we help?

Article published on the 4^th of November, 2026.

The Get items step is available from WorkPoint 365 version 4.32.

The Get items step can be used to get multiple items of various types and return them in a single array that you can work with in subsequent steps in your processes.

An example could be to use the step to get a set of items from a list of a root site, as well as an entity item from a business module, and maybe a document template item, and use them all in subsequent steps to create a new entity and populate it with data.

This step can be used to get:

Root site list items
Entity items
Entity site items
Template items
Items from configured search settings

Get items will return items from the first 5 configurations, even if more are configured.

The following image shows the settings for the Get item step:

Properties

Entity items

Name	Title	Required	Description
EntityItems.title	Title	Yes	Use this field to define a title for this configuration. This is only displayed in the Process Builder.
EntityItems.EntitiesBusinessModuleId	Business module	Yes	Use this field to specify the business module in which users can search for entities using this configuration/tab. Select from the list of available business modules or provide a business module ID.
EntityItems.view	View	No	Use this field to define a view to use for displaying search results using this configuration/tab. Select from available views, or provide a view ID.
EntityItems.Query	Query	No	Use this field to specify a CAML query for filtering the results returned by the operation. This query should only include clauses inside the <Where> level. For example: <Eq> <FieldRef Name='wpStage' /> <Value Type='Choice'>Planning</Value> </Eq>
EntityItems.NumberOfResults	Number of results	No	Use this field to set the maximum number of results returned by this operation. Default = 10, maximum = 1500.

Entity site items

Name	Title	Required	Description
EntitySiteItems.title	Title	Yes	Use this field to define a title for the configuration. This is only shown in the Process Builder
EntitySiteItems.ItemsBusinessModuleId	Business module	Yes	Use this field to specify the business module which contains the entity from which items should be returned. Select from the list of available business modules or provide a business module ID.
EntitySiteItems.EntityId	Entity	Yes	Use this field to specify the entity in the given business module which contains the list from which items should be returned using this configuration. Input should be an entity ID.
EntitySiteItems.List	List	Yes	Use this field to specify the list from which items should be returned using this configuration. Select from available lists/libraries, or provide a list ID.
EntitySiteItems.View	View	No	Use this field to define a view to use for returning items using this configuration. Select from available views, or provide a view ID.
EntitySiteItems.Folder	Folder	No	Use this field to provide the name of a folder to return items from.
EntitySiteItems.Query	Query	No	Use this field to specify a CAML query for filtering the results returned by the operation. This query should only include clauses inside the <Where> level. For example: <And> <Eq> <FieldRef Name='TaskStatus' /> <Value Type='Choice'>Completed</Value> </Eq> <Eq> <FieldRef Name='Priority' /> <Value Type='Choice'>(1) High</Value> </Eq> </And>
EntitySiteItems.NumberOfResults	Number of results	No	Use this field to set the maximum number of results returned by this operation. Default = 10, maximum = 1500.

Templates

Name	Title	Required	Description
Templates.title	Title	Yes	Use this field to define a title for the search configuration. This is only shown in the Process Builder.
Templates.templateList	List	Yes	Use this field to select which template list to get templates items from in this configuration.
Templates.view	Default view	No	Use this field to select which view from the selected template list to use to get items.
Templates.camlQuery	CAML query filter	No	Use this field to specify a CAML query for filtering the results returned by this configuration. This query should only include clauses inside the <Where> level. For example: <Eq> <FieldRef Name='wpTemplateActive' /> <Value Type='Boolean'>1</Value> </Eq>
Templates.NumberOfResults	Number of results	No	Use this field to set the maximum number of results returned by this operation. Default = 10, maximum = 1500.

Root site items

Name	Title	Required	Description
RootSiteItems.title	Title	Yes	Use this field to define a title for this configuration. This is only shown in the Process Builder.
RootSiteItems.RootList	List	Yes	Use this field to specify a list on the root site of the WorkPoint solution to get items from.
RootSiteItems.View	View	No	Use this field to define a view to use for returning items using this configuration. Select from available views, or provide a view ID.
RootSiteItems.Folder	Folder	No	Use this field to define the name of a folder in the selected list to get items from.
RootSiteItems.Query	Query	No	Use this field to specify a CAML query for filtering the results returned by the selected search setting. This query should only include clauses inside the <Where> level. For example: <Eq> <FieldRef Name='SigningStatus' /> <Value Type='Choice'>Signed</Value> </Eq>
RootSiteItems.NumberOfResults	Number of results	No	Use this field to set the maximum number of results returned by this operation. Default = 10, maximum = 1500.

Search

Name	Title	Required	Description
Search.title	Title	Yes	Use this field to define a title for the search configuration. This is only shown in the Process Builder.
Search.searchSettings	Search settings	Yes	Use this to define a search setting for this configuration.
Search.searchResultGroup	Search result group	Yes	Use this field to specify which result group from the selected search setting to use get items from.
Search.Query	Search query	No	Use this field to specify a CAML query for filtering items returned by the selected search setting. This query should only include clauses inside the <Where> level. For example: <And> <Eq> <FieldRef Name='TaskStatus' /> <Value Type='Choice'>Completed</Value> </Eq> <Eq> <FieldRef Name='Priority' /> <Value Type='Choice'>(1) High</Value> </Eq> </And>
Search.NumberOfResults	Number of results	No	Use this field to set the maximum number of results returned by this operation. Default = 10, maximum = 1500.