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:
The following image shows an example of the options on the Search for item in list step:
|Business Module||String||Yes||Use this field to select a business module.|
||Use this field to select a business module entity.|
||Use this field to select the list in which to search for an item.|
||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.|
||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.|