WorkPoint Automate - Search entity form

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:

WorkPoint Process Builder - Google Chrome

Step specific properties

Parameter name Type Required Description
Business module String Yes Use this field to select in which business module users can search for entities on this form.
Default view String
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.
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