Contents x
Case Entity CRUD Actions
  • 20 May 2022
  • 1 Minute to read
  • Print
  • Dark
    Light
Contents
  This documentation version is deprecated, please click here for the latest version.

Case Entity CRUD Actions

  • Updated on 20 May 2022
  • 1 Minute to read
  • Print
  • Dark
    Light
Article summary

Overview

This article will review the use of Create, Read, Update, and Delete (CRUD) actions, via Flow steps, for Case Entities.

CRUD Action Steps: Case Entity
These steps generally DO NOT appear in Steps Panel search results but can be found by navigating to the User Defined Types > Case Entity category.

Preparation

Create a Case Entity Data Structure with applicable attributes, such as the Person example below:

Person
FirstnameString
LastnameString
DOBDate time

Now, create a Folder to store Case Entity process data (ex: "Person Case Entity Data").

Do Not Store Data in the Configuration Folder
Case Entities utilize built-in Configuration Folders meant for storing Flows, Rules, and/or other Designer elements that enhance the custom data structure. It is NOT INTENDED FOR PROCESS DATA STORAGE. 

Create 

To create a record in the Person Case Entity Data Structure

  1. Create a Flow.
  2. Expand the User Defined Types category.
  3. Expand the Case Entity category.
  4. Expand the Person data structure.
  5. Drag the Create Person step onto the Flow canvas.
  6. Connect it to the Start and End steps.
  7. Set Parent Folder ID to a constant value and Pick Person Case Entity Data.
  8. Change the Extension Data input mapping to Build Data.
  9. Set constant values for Folder Name, Folder Description, Firstname, Lastname, and DOB.
  10. Click the 'Debug' button to run the flow. Decisions will create that record in the Person Case Entity Structure.
Auto ID Generation
Notice that the ID was automatically created when the flow was run, even though its input value was set to ignore.


Update

The Edit Person and Selective Update Person steps may be used to update an existing record in the Person Database Structure; recall, these steps are nested under User Defined Types > Case Entity > Person in the Flow Steps panel.

'Edit Person' Step

Edit vs Selective Update
  • Edit Person step - changes ALL data fields, even if only 1 is specified
    • updates the specified data field(s) to the provided parameter(s)
    • overwrites non-specified parameter(s) to NULL (or Empty)
  • Selective Update Person step - only changes the data field(s) specified
    • updates the specified data field(s) to the provided parameter(s)
    • ignores non-specified parameter(s), leaving existing data in tact

'Selective Update Person' Step

Delete

To remove a record from the Person data structure, use the Delete Person step, nested in the Flow Steps panel under User Defined Types > Case Entity > Person. Once the required Id is provided as step Input, running the Flow will delete the record from the database associated with that Id.


Was this article helpful?
What's Next
Decisions
Resources
Organization
Connect