Show List of Records activity
Display a list records that match a set of conditions.
Roles and availability
- This activity is available as a common activity. Users with the admin, playbook.admin, or pd_author can add this activity to a playbook.
Inputs
Open the activity properties panel and configure your activity to add values for the following inputs. If the input value varies, use the pill-picker to show where to get the value. To learn more about the pill-picker, see Dot-walking examples.
| Input | Type | Description |
|---|---|---|
| Label | String | Title to display as activity and playbook card. |
| Description | String | Information to display about activity usage or outcome. |
| Run condition | Condition Builder | Conditions that must be met to run an activity or stage. You can use data from prior activities to build conditions.Note: Select Show additional options to see this field. |
| Start Rule | Choice | Under Schedule > Start Rule, select a start rule for when your stage should start running:- When process starts: Your stage starts running as soon as the playbook starts. - After specific stages: Your stage starts running after specified stage(s) have finished running. Under Schedule > Start Rule, select a start rule for when your activity should start running:- When stage starts: Your activity starts running as soon as its stage starts running. Your stage starts running when your playbook is triggered. - After specific activities: Your activity starts running after specified activities have finished running. |
| Start with delay | True/False | Option to wait for a duration of time before running an activity or stage. When enabled, this input displays the Start with delay input properties.Note: Select Show additional options to see this field. |
| Table | Table Name | Table containing records you want to display to end users. |
| Fields to show | String | Comma-separated list of fields to display as columns of a list. |
| Wait for user input | Choice | Option to pause the playbook until the end user manually completes or skips the activity. Only users with the playbook.admin role can edit this field. By default, the activity waits for user action or data before it completes. |
Advanced inputs
After configuring the required inputs for your activity, you can also choose to configure additional inputs. In the side panel, select Show additional options to display these advanced inputs. For more information, see Activity experience.
| Input | Type | Description |
|---|---|---|
| Assignment Group | Reference.Group \[sys\_user\_group\] | Group responsible for completing the task associated with the activity.Note: Select Show additional options to see this field. |
| Assigned To | Reference.User \[sys\_user\] | User responsible for completing the task associated with the activity.Note: Select Show additional options to see this field. |
| Conditions | Condition Builder | Criteria that you want your list of records to meet. |
Outputs
These outputs can provide data to other activities in your playbook. You can access this data as activity inputs when you configure your activity:
| Output | Type | Description |
|---|---|---|
| Record | Reference.Task [task] | Reference to the record associated with the activity. |
| Fields | String | Comma-separated list of system field names to display as columns in the list. |