Article published on the 11th 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:
Step specific properties
|Business module||String||Yes||Use this field to select in which business module users can search for entities on this form.|
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.|
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.|