This documentation is for versions 0.9.6.1 and older. Please return to the home page for the latest documentation.

This activity allows you to query CRM for a data set and get the first column of results back as a list.

The query can either bring back all records (ex: email of all contacts), or you can limit it to records related to whatever the workflow is running on (ex: email of all contacts at company ABC). Check out this post for more details on setting up a query like that.

Usage Example:

  • Get a list of the dates of past purchases by a customer.

Input Parameters

Parameter Name Type Description Default
List item separator Text The text to put between search results. “, ” (comma with a space)
Include empty items in List? Boolean If there are empty items in the list, should they be included? This can happen if the record doesn’t have a value for the field you want. False
Pick a System View to Use Saved Query record A CRM view which was created as a system view. These are typically included with CRM out of the box or in other solutions. {null}
or pick a Personal View to Use User Query record A CRM view which was created as a personal view. {null}
or enter FetchXML to Use Text A CRM query represented by FetchXML. If you copy and paste it from CRM, make sure to remove all the line breaks before you paste it in or CRM may cut off the text and the query won’t be valie. {null}

Output Parameters

Parameter Name Type Description
The List from the Query Text The list of results from the query, separated with the specified input parameter.
Number of items in the List Whole Number Returns the number of items in the list.