Retrieve records task
A Retrieve Records task retrieves a list of records, filters out unwanted records, and performs a computation on the filtered records. The result of the computation can be used by another task.
The Retrieve Records and the Query workflow tasks are similar in that the essential purpose of both workflow tasks is to find records. They differ in the way that they find records. The Retrieve Records task finds record through their association with a record already associated with a workflow task. A Query workflow task does not use associations. Instead it runs a query and uses the records returned by the query.
Note: In memory smart object (IMSO) records will
not be found with either a Retrieve Records task or Query task. Since
IMSO records appear in memory only, they do not reside in the database.
Although IMSO records can be used in the Right Side Data section
of the Task Filter window, IMSO records will not be returned in the
result set from a Retrieve Records task or Query task.
The properties form for a Retrieve
Records task is organized into five sections. Here are descriptions
of the fields in the first section:
- Label
- This is the label used to identify this task. This field's text appears on the shape in the drawing that represents this workflow task. Use the standards in "Workflow naming conventions".
- Description
- A description of this task goes in this field.