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Process Management Framework - Search entities

Article published on the 10th of February, 2022.

The contents of this article may be subject to change due to ongoing development of the Process Management product.

The "Search entities" step is a Input step used to search for entities in WorkPoint in preparation for further steps. An example of use could be to search for a specific entity on a specific business module in order to change some meta data and then update the entity.

The following image shows a process which includes the "Search entities" step:

WorkPoint Process Builder - Google Chrome

Step specific properties

Parameter name Required Type Description
View No String
Select the view used to display entities. Can be changed when in the form.
Allow multi-select No Boolean
Determines if the user can select multiple entities in the search results.
Item creation process No String
Defines a sub-process for creating new entities if an appropriate one is not found in the search results. An item creation sub-process  must be created as an individual process.
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