WorkPoint Automate - Search form

Article published on the 15th of June, 2022.

The contents of this article may be subject to change due to ongoing development of WorkPoint Automate.

The Search form step can be used to add various search functionality to your processes.

It can be configured to search directly for entity items, such as clients or cases, or for list items on a specified entity.

In addition, it can be used to display search settings from WorkPoint solutions, configured by administrators. It can even be used to search for templates in your various template libraries.

The Search form step is capable of displaying multiple search options in different tabs, e.g. one for Client search, one for Case search, and one for a custom search setting.

In the following image, the Search form is used in a process:

The following image shows some of the settings for the Search form step:

Step specific properties

Parameter name Type Required Description
Allow multi select Boolean No Use this field to select if users should be able to select multiple objects in the form.
Allow optional selection Boolean No Use this to select if selecting objects in the form is required to continue in the process.
Configure tabs N/A No Use this section to configure search tabs in the form. At least one tab should be configured.
Have more questions? Submit a request