Retrieve Record activity
Configure the Query Record activity
To configure the Query Record activity, do the procedure in this topic.
Prerequisites
- AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 or higher.
Good to Know
- To send an e-mail notification, click
Advanced
> E-mail Notifications
.
For more information, refer to Configure E-mail Notifications for Any Activity.
- In most text fields, you can use process data variables as an alternative to literal data values.
- You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?
How to Start
- On the Application Explorer screen, do one of these:
- Do one of these:
- Add an activity:
- In the Process Builder, in the Activity Library,
open the AgilePoint Data Entities
tab.
- On the AgilePoint Data Entities
tab, drag the Query Record
activity onto your process.
- In the Process Builder, in the Activity Library,
open the AgilePoint Data Entities
- Change an activity:
- In your process, double-click your activity.
- Add an activity:
General Configuration
Specifies the basic settings for the Retrieve Record activity.
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Fields
Field Name | Definition |
---|---|
Display Name |
|
Description |
|
Query Record Configuration
Maps response data from the entity field to your process to get the record.
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Fields
Field Name | Definition |
---|---|
Entity Name |
|
Standard Entities / Custom Entities |
|
Value |
|
Map Response to AgilePoint Schema |
|