Article published on the 19th of December, 2022.
The contents of this article may be subject to change due to ongoing development of WorkPoint Automate.
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:
Step specific properties
| Parameter name | Type | Required | Description |
|---|---|---|---|
| Options | |||
| Business module | String | Yes | Use this field to select in which business module users can search for entities on this form. |
| Default view | String |
No | Use this field to select a view from the selected business module to use to display entities. |
| Show view selection | Boolean | No | Use this field to select if the view selector should be visible in the form. If disabled, users cannot switch to a different view in the form. |
| Allow multi-select | Boolean | No | Use this field to select if the user can select multiple entities in the search results. |
| Entity creation process | String | No | Defines a sub-process for creating new entities if an appropriate one is not found in the search results. An entity creation sub-process must be created as an individual process. |