Workflow Steps
Read
A Read step looks up a single record (or an aggregated value) and makes it available to later steps.
This is useful when you need fields from another specifically identified record, such as an
invoice whose ID you already know.
You choose the record type, define a filter to find the right record, and pick the fields you want. Later steps can reference that data using the [$] button.
If no record matches, the Read result is empty. A later action that references a missing field
can fail; it is not automatically replaced with blank text. Make the filter precise enough to
identify the intended record. Read does not offer a “most recent” sort setting, so do not assume
an unconstrained filter returns the latest invoice.
Example uses:
Read a specifically identified invoice to get the amount due.
In a membership workflow, read the related program to include the program name in a message.

Search terms: