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

Article published on the 23^rd of April, 2026.

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:

WorkPoint Process Builder - Google Chrome

Properties

Options

Name	Title	Required	Description
allowMultiSelect	Allow multi select	No	Use this field to select if users should be able to select multiple objects in the form.
enableLoadAll	Enable Load All Items	No	Allow users to load all items matching the query (paged, up to 1500). Disabled by default.
allowOptionalSelection	Allow optional selection	No	Use this to select if selecting objects in the form is required to continue in the process.

Search

Name	Title	Required	Description
searchConfiguration.title	Title	Yes	Use this field to define a title for the search configuration/tab.
searchConfiguration.searchSettings	Search settings	Yes	Use this to define a search setting for this configuration/tab.
searchConfiguration.searchResultGroup	Search result group	Yes	Use this field to specify which result group from the selected search setting to use for displaying results.
searchConfiguration.searchQuery	Search query	No	Use this field to specify a CAML query for filtering the results returned by the selected search setting. This query should only include clauses inside the <Where> level. For example: <And> <Eq> <FieldRef Name='TaskStatus' /> <Value Type='Choice'>Completed</Value> </Eq> <Eq> <FieldRef Name='Priority' /> <Value Type='Choice'>(1) High</Value> </Eq> </And>

Templates

Name	Title	Required	Description
searchConfiguration.title	Title	Yes	Use this field to define a title for the search configuration/tab.
searchConfiguration.templateList	List	Yes	Use this field to select which template list to get templates items from in this configuration/tab.
searchConfiguration.view	Default view	No	Use this field to select which view from the selected template list to use as default.
searchConfiguration.showViewSelector	Show view selection	No	Use this field to select whether the view selector should be shown when using this configuration/tab.
searchConfiguration.showAs	Show as	No	Use this field to specify whether to display results in this configuration/tab using the default or grouped view type. If "Grouped" is selected, templates will be grouped by their Template Categories (wpTemplateSets).
searchConfiguration.showLanguageFilter	Show language filter	No	Use this field to select whether to display the language filter for this configuration/tab.
searchConfiguration.language	Language	No	Use this field to select whether to only show templates with a specific language set.
searchConfiguration.businessModuleId	Business module filter	No	Use this field to select whether to only show templates with a specific business module set.
searchConfiguration.camlQuery	CAML query filter	No	Use this field to specify a CAML query for filtering the results returned by the selected search setting. This query should only include clauses inside the <Where> level. For example: <And> <Eq> <FieldRef Name='TaskStatus' /> <Value Type='Choice'>Completed</Value> </Eq> <Eq> <FieldRef Name='Priority' /> <Value Type='Choice'>(1) High</Value> </Eq> </And>
searchConfiguration.allowSelecting	Allow selecting	No	Use this field to select whether to only show results of a specific content type from the selected template list.

List items

Name	Title	Required	Description
searchConfiguration.title	Title	Yes	Use this field to define a title for the search configuration/tab.
searchConfiguration.businessModuleId	Business module filter	Yes	Use this field to specify the business module which contains the entity on which users can search for items using this configuration/tab. Select from the list of available business modules or provide a business module ID.
searchConfiguration.entityId	Entity	Yes	Use this field to specify the entity in the given business module which contains the list in which users can search for items using this configuration/tab. Input should be an entity ID.
searchConfiguration.list	List	Yes	Use this field to specify the list in which users can search for items using this configuration/tab. Select from available lists/libraries, or provide a list ID.
searchConfiguration.view	Default view	No	Use this field to define a view to use for displaying search results using this configuration/tab. Select from available views, or provide a view ID.
searchConfiguration.camlQuery	CAML query filter	No	Use this field to specify a CAML query for filtering the results returned by the selected search setting. This query should only include clauses inside the <Where> level. For example: <And> <Eq> <FieldRef Name='TaskStatus' /> <Value Type='Choice'>Completed</Value> </Eq> <Eq> <FieldRef Name='Priority' /> <Value Type='Choice'>(1) High</Value> </Eq> </And>
searchConfiguration.showViewSelector	Show view selection	No	Use this field to select whether to show the view selector for this configuration/tab.
searchConfiguration.allowSelecting	Allow selecting	No	Use this field to select whether to only show results of a specific content type from the selected list/library.

Entity items

Name	Title	Required	Description
searchConfiguration.title	Title	Yes	Use this field to define a title for the search configuration/tab.
searchConfiguration.list	List	Yes	Use this field to specify the business module in which users can search for entities using this configuration/tab. Select from the list of available business modules or provide a business module ID.
searchConfiguration.view	Default view	No	Use this field to define a view to use for displaying search results using this configuration/tab. Select from available views, or provide a view ID.
searchConfiguration.camlQuery	CAML query filter	No	Use this field to specify a CAML query for filtering the results returned by the selected search setting. This query should only include clauses inside the <Where> level. For example: <And> <Eq> <FieldRef Name='TaskStatus' /> <Value Type='Choice'>Completed</Value> </Eq> <Eq> <FieldRef Name='Priority' /> <Value Type='Choice'>(1) High</Value> </Eq> </And>
searchConfiguration.showViewSelector	Show view selection	No	Use this field to select whether to show the view selector for this configuration/tab.
searchConfiguration.allowSelecting	Allow selecting	No	Use this field to select whether to only show results of a specific content type from the selected list/library.