Filter records section (retrieve records)

The purpose of the Filter Records section is to identify the records that this task will use to filter retrieved records.

The Filter Records section has two radio buttons to specify where records for filtering will come from. These radio buttons are labeled:

Workflow Activity: If this radio button is selected then the records for filtering will be associated with a previously performed workflow task.
Existing Record: If this radio button is selected, then the record used for filtering will be a specified record that exists now.

The selection of one of these radio buttons determines what appears in the Filter Records section.

When the Workflow Activity radio button is selected, the Filter Records section has all the fields that are in the From Records section. The difference between the fields in these sections is that the fields in the Filter Records section are used to select the records to use for filter conditions that have their Source radio button selected.

If you want to filter records with information that is determined by the application's configuration, then you should select the option of using an existing record in the Filter Records section. When the Existing Record radio button is selected, the Filter Records section looks like the following figure.

The image is explained in the text. — Figure 1. Retrieve Records Filter Records section (existing filter)

You specify the value for the Module and Object properties so that this task knows what kind of record you want to copy values from. Then click the Record link to find the specific record you want this task to use.