Search Records

Search Records allows you to search for a record or records in Workfront as a step in your Flow.

Options

• Record Type (dropdown):
  • Select the record type that you want to search. For example, if you want to search a Project, you should select Project from the dropdown list and then make sure you have access to data from previous steps to use when creating the Project.
• Result Set (dropdown list):
  • Either choose to only get the first result that matches your search criteria or all the results that match your search criteria.

Input Fields

• Search : The fields here are the search criteria for the records you’ll get back.
  • Standard Input Fields
    • The card will initially display a few standard fields based on whichever record type you select. You can also open up the fields menu by clicking the cog wheel at the bottom right of the card to use other fields available in Workfront.
  • Custom Input Fields
    • Where applicable, the fields menu will also display any of the custom fields available in your Workfront instance.

Output Fields

• Record : The fields here contain the results of your search and will return information differently depending on the Result Set option.
  • Standard Output Fields
    • The card will initially display a few standard fields based on whichever record type you select. You can also open up the fields menu by clicking the cog wheel at the bottom right of the card to use other fields available in Workfront.
  • Custom Output Fields
    • Where applicable, the fields menu will also display any of the custom fields available in your Workfront instance.