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WorkPoint Automate - Entity form

Article published on the 7th of November, 2022.

The contents of this article may be subject to change due to ongoing development of the WorkPoint Automate.

The Entity form allows you to create entity data which is then stored in the context of your process. This data can then be used in subsequent steps of the process.

A general use case for the Entity input form is to use the form to create entity data, store the output from the form in the process context, and then load the data as input for a Create entity step.

This will in effect allow you to create a process which appears as a form where you can input meta data for an entity, like Title, Project ID (for projects) and Description, and which then creates a business module entity using the data you put in.

This process might look something like the following:

WorkPoint Process Builder - Google Chrome

The following image shows an empty Entity input form in the Process Builder:

WorkPoint Process Builder - Google Chrome

Parameters

Parameter name Type Description
Title String Use this field to give the step a friendly title.
Description String
Use this field to give the step a description of use.
Name String
Use this field to give this step a unique name used for identification.
Step Input Object Use this field to select an output from a previous step as input for this step.
Business module String
Use this field to select a business module.
Content type String
Use this field to select which type of content type this step creates.
Enable content type selection Bool Use this field to select whether the user should be able to select between allowed content types in the form.
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