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Activity Lookup Attribute

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Summary

Activity Lookup attributes allow a Workflow to contain a reference to an Activity Definition.

Note: This page is about the Lookup data type. There is also an /wiki/spaces/DOCS/pages/529793025 that serves a similar purpose. 

Configuration

This attribute collects:

  • The Activity Type to restrict the lookup options by
  • An optional SQL procedure to provide additional filtering against custom rules

Display Modes

In input mode, displays a multi-select list containing the available Activities.

In display mode, displays a list of the selected Activity Titles plus a link to launch the Workflow Overview for each.

Data Storage

This attribute stores a comma delimited list of Activity Ids and uses an /wiki/spaces/DOCS/pages/538411176 to fetch information about the referenced Activity(s).

Sample Use Cases
  • Course Instructors: An Activity would be created for each Instructor, and a Lookup attribute is used to link the Course activity to the Instructor activity. If there are business rules that control which Instructors can teach which Courses, the lookup can be filtered by a custom SQL procedure that implements those rules.


Business Rules
  • Activities are only "selectable" if their Create Activity workflow is Completed Successfully

  • The list of selectable Activities is filtered by Provider. If the Workflow containing the lookup attribute is modifying an Activity, then only lookup Activities with the same Provider are returned. If the Workflow is modifying a different type of entity, then only lookup Activities with a Provider ID matching the workflow owner are returned. In the same use case of "Course Instructors", for example, this allows each Provider to maintain their own Instructor list.

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