Retrieve Record Event

The Retrieve Record Event allows workflows to fetch specific records dynamically or statically. This is primarily used to retrieve objects for processing, validation, or reference.

Overview

There are two types of retrieval:

1. Retrieve Dynamic Record – Fetches records from configurable windows.
2. Retrieve Static Record – Fetches predefined records like Department, Role, etc.

Configuring Record Retrieval

Select Data Source

• For Dynamic Records: Choose the menu and window where the record exists.
• For Static Records: Select the source (e.g., Department, Role).

Define Retrieval Method

For Dynamic Records, data can be retrieved using:

• Constant – Fetch a specific record using a fixed value.
• Data Carry – Retrieve a record based on previous workflow data.
• Filter – Apply conditions to match specific records.

For Static Records, retrieval options include:

• Constant – Fetch a predefined record.
• Data Carry – Use workflow data to fetch a static record.

Applying Filters (For Dynamic Records)

If using Filter, you can define conditions:

• Field – Select the field to filter by.
• Relation – Choose operators like equals, contains, greater than, etc.
• Value – Set a static value or fetch from Data Carry.

Configuring Retrieve Record Event

Summary

The Retrieve Record Event streamlines record fetching, supporting both dynamic and static data sources. By leveraging constants, data carry, and filters, it provides precise control over workflow data retrieval.