Get Lookup Record

The Get Lookup Record workflow action retrieves a specific record from a lookup based on the provided Record ID. This action allows you to fetch and use data from a lookup table in subsequent workflow steps.

Key Configuration Fields

• Name

  • 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, spaces, or start with a numeric character.

• Lookup

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

  • Validation Rules:

    1. The lookup field cannot be empty.

    2. Once the action is used or referenced in subsequent steps, the lookup field cannot be changed.

• Record ID

  • Specify the ID of the lookup record you wish to retrieve. This field accepts 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 that, when set to True, allows the workflow to continue running even if an error occurs while retrieving the lookup record. The workflow will bypass the error and proceed without pausing.

Behavior After Configuration

The workflow action will put the properties of the retrieved lookup record into the context. These properties can be used in subsequent workflow actions.

Editing the Get Lookup Record Action

• 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: Lookup field