Get First Record Builder

The Get First Record Action Builder retrieves the first record, in the database, for a selected object type and get any properties specified.

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Select the Business Object Type that will be retrieved.

Click the arrow on the right to select from a list of object types.

Click next once one is selected.

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Select the properties, of the object type, that will be retrieved.

Select the Property.

Type in a Variable name or select from a list of existing Variables that will hold the value of the property.

Click the Plus button to add that property to the list to be retrieved.

Click Finish once all property values have to be retrieved have been added.

Note: All property variables will need to be set prior to running this portion of the script.

Created Script

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Get First Record – retrieves the first record, in the database, and sets that record to a variable.

Get Property (Get Product) – this retrieves the value of the property and puts that value into a variable. There will be a Get Property action for each property that was added.

Get Record Builder

The Get Record Action Builder will create a script to retrieve a record by its ID and get any properties specified.

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Select the Business Object Type that will be retrieved.

Click the arrow on the right to select from a list of object types.

Click next once one is selected.

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Select the properties, of the object type, that will be retrieved.

Select the Property.

Type in a Variable name or select from a list of existing Variables that will hold the value of the property.

Click the Plus button to add that property to the list to be retrieved.

Click Finish once all property values have to be retrieved have been added.

Note: All property variables will need to be set prior to running this portion of the script.

Created Script

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Get Record – retrieves the record based on the ID and sets that record to a variable.

Get Property (Get Returns) – this retrieves the value of the property and puts that value into a variable.

Get First Record – retrieves the first record, in the database, and sets that record to a variable. There will be a Get Property action for each property that was added.

 

Tutorial

Overview of Builders

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Action Builders are step by step wizards that help you build scripts quickly.

Click on the Action Builder and the Action Builder Wizard will pop up.

Import Csv File

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Imports a Csv file using a Import Template.

Please note: a Import Template must be created prior to using this action.

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Select the Object type will be be used when importing the csv file.

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Template – the Import Template Id that will be used during the importing.

Path – the path to the Csv file that will be used as a data source.

Result – returns a RecordCollection.

Import Template Id

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To select the correct Import Template, click the Open button on the left.

The Id can also be set using a variable.

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Select the correct Import Template and click the Ok button.

Csv File Path

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To select the path to the correct csv file, click the Open button on the left.

The path can also be set using a variable.

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Navigate to the desired csv file, select and click the Open button.

Loop Record Collection

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Loops through a record collection.

The current record will be set to a Variable called CurrentItem.

To cancel the loop, set the local variable IsCancelled to true.

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Select the type of record that will be used and click Ok.

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Records – the collection that will be looped through

Remove Record from Collection

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Removes a record from a collection.

Click the Click for Options link to bring up the Options dialog.

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Select the record type that will be used and click Ok.

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Record – the record that will be removed.
Records – the collection that the record will be removed from.

Add Record to Collection

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Adds a record to a collection.

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Select the type of records that will be used and click Ok.

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Record – the record to be added.
Records – the collection the record will be added.

Delete Collection

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Deletes all records in a collection.

Please note: all changes won’t be submitted to the database until Commit All Changes.

Click the Click for Options link to bring up the Options dialog.

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Select the type of records that will be deleted and click Ok.

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Records – the collection of records that will be deleted.