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WorkPoint Automate - Search for item in list

Article published on the 16th of December, 2022.

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.
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 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.
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