I'm new to Workato but I've search and can't seem to find the answer to this. The documentation and the message inside the action itself says that once you choose a table you can specify what criteria you wish to search on. The application I am using is QuickBase and I've created a step with the action "Search Records" I filled in the correct application name and the Application token then chose the correct table but I can't seem to find any way to fill in the criteria. The only thing I have as an option after table is the Output field list. The criteria I need to add is have the query return all records where two fields, of which I have the IDs, are true and then sort the returned values by another date field in descending order.
Is there a trick to adding the search criteria?
Best Answer
G
Gabriel Sim
said
over 3 years ago
Hi Matthew,
The Search Records action allows you to retrieve records from QuickBase. You may use the Output field list to retrieve the fields that you want to filter, along with any other fields that you want to use later on. This action will provide you with a list of records.
You can then use the Repeat action to go through each record and the Conditional action to perform your filter.
Answer
G
Gabriel Sim
said
over 3 years ago
Hi Matthew,
The Search Records action allows you to retrieve records from QuickBase. You may use the Output field list to retrieve the fields that you want to filter, along with any other fields that you want to use later on. This action will provide you with a list of records.
You can then use the Repeat action to go through each record and the Conditional action to perform your filter.
M
Matthew Moline
said
over 3 years ago
So just to be clear there is no way of adding search criteria to a search action even though it says it can both in the documentation and on the note embedded in the search action itself?
There is a way to add the search criteria within the Search action itself. You may add the criteria for the particular column by adding the optional field.
However, the search criteria is an exact text search. If you want to do more advanced filtering, you'll have to use the Repeat and Conditional Actions.
Matthew Moline
Where is Search Action Criteria?
I'm new to Workato but I've search and can't seem to find the answer to this. The documentation and the message inside the action itself says that once you choose a table you can specify what criteria you wish to search on. The application I am using is QuickBase and I've created a step with the action "Search Records" I filled in the correct application name and the Application token then chose the correct table but I can't seem to find any way to fill in the criteria. The only thing I have as an option after table is the Output field list. The criteria I need to add is have the query return all records where two fields, of which I have the IDs, are true and then sort the returned values by another date field in descending order.
Is there a trick to adding the search criteria?
Hi Matthew,
The Search Records action allows you to retrieve records from QuickBase. You may use the Output field list to retrieve the fields that you want to filter, along with any other fields that you want to use later on. This action will provide you with a list of records.
You can then use the Repeat action to go through each record and the Conditional action to perform your filter.
Gabriel Sim
Hi Matthew,
The Search Records action allows you to retrieve records from QuickBase. You may use the Output field list to retrieve the fields that you want to filter, along with any other fields that you want to use later on. This action will provide you with a list of records.
You can then use the Repeat action to go through each record and the Conditional action to perform your filter.
Matthew Moline
So just to be clear there is no way of adding search criteria to a search action even though it says it can both in the documentation and on the note embedded in the search action itself?
Gabriel Sim
There is a way to add the search criteria within the Search action itself. You may add the criteria for the particular column by adding the optional field.
However, the search criteria is an exact text search. If you want to do more advanced filtering, you'll have to use the Repeat and Conditional Actions.