WorkPoint Automate - Search for item in list – Welcome! How can we help?

Article last updated on the 20^th of June, 2023.

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

The "Search for item in list" step allows you to add a form to your process in which the user can search for an item (e.g. an entity in a business module) and save the search result into the process context.

This search result can then be grabbed from the context and used in a subsequent step in the process.

An example of the use of the "Search for item in list" step is a process which searches for a task on a Project, and uses the output search result to update the task's meta data.

The following image shows such a process setup:

WorkPoint Process Builder - Google Chrome

The following image shows an example of the options on the Search for item in list step:

Parameters

Parameter name	Type	Required	Description
Options
Business Module	String	Yes	Use this field to select a business module.
Entity	String	Yes	Use this field to select a business module entity.
List	String	Yes	Use this field to select the list in which to search for an item.
Default view	String	No	Use this field to select the view to display in the Item Search form.
CAML query filter	String	No	Use this field to define a CAML query to filter the items shown in the form.
Show view selection	Boolean	No	Use this field to define whether the view selector should be shown in the form when users encounter it in a process.
Allow continuing without selection	Boolean	No	Use this field to select whether users of this form should be able to continue to the next step without selecting an item.
Allow multi-select	Boolean	No	Use this toggle to decide if users should be able to select multiple items in the search results.
Item creation process	String	No	Use this field to select a process which can be used to create new items from this form.

Parameters

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