Look Up Records step

Look up multiple records on any table using defined conditions.

Roles and availability

Available as an Action Designer action step. Users with the action_designer role can create a custom action with one or more action steps.


Field	Description
Table	Select a table from the list.
Conditions	Set static or dynamic conditions to filter records. To define a static condition applied each time the action runs, define the conditions with the condition builder. To enable flow designers to dynamically apply conditions, define an input of type Conditions and drag-and-drop the input data pill into the Conditions field. When building a condition that looks up the value of a reference field, use a data pill that explicitly provides the Sys ID value. Ensure the condition has the format [reference field][is][Reference type data pill->Sys ID]. For example, both the Change and Incident tables contain a reference field to the User table. To look up change records where the requester is the caller from an incident record, create the condition [Requested by][is][action->incident->Caller->Sys ID] where incident is an input variable for an incident record.
Order by	Select the field you want to use to sort results.
Sort Type	Select whether to sort alphabetically in ascending or descending order.
Max Results	Maximum number of results returned.

Example Look Up Records step in an action.

Look Up Records step

Look up multiple records on any table using defined conditions.

Available as an Action Designer action step. Users with the action_designer role can create a custom action with one or more action steps.


Field	Description
Table	Select a table from the list.
Conditions	Set static or dynamic conditions to filter records. To define a static condition applied each time the action runs, define the conditions with the condition builder. To enable flow designers to dynamically apply conditions, define an input of type Conditions and drag-and-drop the input data pill into the Conditions field. When building a condition that looks up the value of a reference field, use a data pill that explicitly provides the Sys ID value. Ensure the condition has the format [reference field][is][Reference type data pill->Sys ID]. For example, both the Change and Incident tables contain a reference field to the User table. To look up change records where the requester is the caller from an incident record, create the condition [Requested by][is][action->incident->Caller->Sys ID] where incident is an input variable for an incident record.
Order by	Select the field you want to use to sort results.
Sort Type	Select whether to sort alphabetically in ascending or descending order.
Max Results	Maximum number of results returned.

Example Look Up Records step in an action.