WorkPoint Automate - Search entity form – Welcome! How can we help?

Article published on the 11^th of October, 2023.

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
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.

Step specific properties

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