Search For An Object
Search For An Object allows you to search for a record in Workfront by referencing one or more fields to search by.
Options
- Your Workfront Objects (dropdown list): a list of your Workfront objects
- Depending on what data you want to move to subsequent steps in your Flows, select an object that will have relevant information. For example, if you want to send task data to another system, you should select the task object and then use other WorkFront actions (like read an object) to get related data by referencing a record ID.
- Generate Fields? (dropdown list):
- A toggle that specifies whether or not to generate fields from the previously selected Workfront object.
Input Fields
The input fields available are based on the object you previously selected. The input fields generated will be the available search parameters.It is best practice to use unique values to search by. You can also search by custom form fields.
Output Fields
If there is a match between your search fields and an existing record of your selected type in Workfront all of the record’s fields will be available to output.
Considerations
- A common use case with search is to use some logic right afterwards.
- Ex. Search for a project, and then use an If/Else function card to say- if there is a project found, update that project, if there is no project found, create a project.