Article last updated on the 9th of April, 2024.
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:
If "Allow multi-select" is disabled, the output of this step is a single object containing metadata from the entity selected. If it is enabled, the output will instead be an array of objects containing the metadata of the entities selected.
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. |
| CAML query filter | String | No | Use this field to type a CAML query to use as a filter for the search results displayed by this form. |
| Allow continuing without selection | Boolean | No | Use this field to define whether users should be able to continue from this form without selecting an entity in this form. |
| 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. |
| Allow selecting | Array | No | Use this field to define which content types users can select in this form. The options in this field depends on the selection made in the "Business module" field. |
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