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 Private Cloud or AgilePoint NX OnPremises v7.0 or higher.
Good to Know
- To send an email notification, click
Advanced >
Email Notifications .
For more information, refer to Email Notifications screen (Process Activities).
- In most text fields, you can use process data variables as an alternative to literal data values.
- This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
- 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
- Open Process Builder.
For information about how to open this screen, refer to Process Builder.
- In Process Builder, in the Activity Library, open the Data Entities tab.
- On the Data Entities tab, drag the Retrieve Record activity onto your process.
General Configuration
Specifies the basic settings for the Retrieve Record activity.
Good to Know
- Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.
Fields
Field Name | Definition |
---|---|
Display Name |
|
Description |
|
Query Record Configuration
Maps response data from the entity field to your process to get the record.
Fields
Field Name | Definition |
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Entity |
|
Standard Entities / Custom Entities |
|
Query By |
|
Value |
|
Map Response to AgilePoint Schema |
|