Get Entity Record

The Get Entity Record workflow action retrieves a specific entity record based on the Record ID, making its properties available for use in subsequent steps. This action is commonly used to fetch data that will be referenced or manipulated in later workflow actions.

Configuration Fields

• Name (Mandatory)

  • Enter a unique name for this workflow action.

  • Validation Rules:

    1. The name must be unique.

    2. The name length must be between 2 and 100 characters.

    3. The name cannot be empty.

    4. The name cannot include special characters, or spaces, or start with a numeric character.

• Entity

  • Select the entity from which the record will be retrieved. The dropdown will list all entities available in the system.

  • Validation Rules:

    1. The entity field cannot be empty.

    2. The entity cannot be changed once the action is referenced in subsequent steps,

• Record ID

  • Specify the ID of the record you wish to retrieve. This field can accept either a fixed ID or a dynamic input based on variables in the workflow context.

  • Validation Rules:

    1. The Record ID cannot be empty.

• Continue on Error (Optional)

  • A toggle allows the workflow to continue even if an error occurs while retrieving the entity record.

  • When set to True, the workflow will bypass the error and proceed.

Behavior After Configuration

Upon submission, the system retrieves the specified record and its properties, which are put into the workflow context. These properties can be used in subsequent workflow actions, such as conditions or variables, providing the workflow access to key information from the retrieved record.

Editing the Get Entity Record

• Fields

  • Always Disabled: Name field

  • Always Editable: Description field, Record ID field, Continue on Error toggle

  • Disabled Once Used or Referenced in Another Workflow Action: Entity field