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• 5.2 • 5.3

Retrieve Internal Record

The Retrieve Internal Record workflow block allows you to get data about internal records.


Retrieve Internal Record workflow block


Conditional Exits

The Retrieve Internal Record block may take the following conditional exits: Failed or No Data

Failed

The Failed conditional exit if the attempt to retrieve the record has failed.

No Data

The block may take the No Data conditional exit if no internal record data is available.


WB-Retrieve-Internal-Record-CE-52.PNG


Settings

Title text

Title text is the name of the instance of the block. Enter a name in the text field and the new name of the block appears in the flowchart.

Object Type

Object Type is the type of internal record object to be retrieved.

You can select one of the following objects from the drop-down menu:

  • Case
  • Contact
  • Company
  • Activity
  • Activity by Global Interaction ID

Object ID

Object ID is the identifier of the internal record object to be retrieved.

Variable name for object JSON

Variable name for object JSON is the name of the variable that will be used as the identifier for the internal record object to be retrieved. The variable name of object ID will be set only if the block succeeds.

Return single field

This checkbox returns results in a single field.


Retrieve Internal Record settings


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