Look Up Records activity
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Summary of Look Up Records activity
The Look Up Records activity enables users to find system records that match specific conditions within ServiceNow playbooks. This activity is accessible to users with admin, playbook.admin, or pdauthor roles, allowing them to incorporate it into their playbooks effectively.
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Key Features
- Inputs Configuration: Users can configure inputs through the activity properties panel, including:
- Label: Title displayed for the activity and playbook card.
- Description: Information displayed about the activity's usage or outcome.
- Run Condition: Conditions defined using the Condition Builder to determine when the activity can run.
- Start Rule: Options for when the activity or stage should start, either immediately or after specific activities/stages.
- Start with Delay: An option to delay the execution of the activity or stage.
- Table: Specifies the table containing the records to look up.
- Conditions: Criteria defined to filter the records returned.
- Advanced Inputs: Additional configurations include options to enhance the activity’s functionality, such as:
- Order By: Field for sorting the returned records.
- Sort Type: Choice to sort records alphabetically or in reverse order.
- Max Results: Limit on the number of results displayed to end users.
Key Outcomes
This activity outputs critical data for further processing in other activities within the playbook, including:
- Records: References to records that match the specified conditions.
- Count: The total number of records found based on the defined criteria.
By utilizing the Look Up Records activity, ServiceNow customers can efficiently query and manage records, enhancing their playbook automation and process efficiency.
Find system 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 , select a start rule for when your stage should start 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 whose records you want to look up. |
| Conditions | Condition Builder | Criteria that you want your list of records to meet. |
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 |
|---|---|---|
| Order by | String | Field you want to use to sort a list of records. |
| Sort Type | Choice | Option to sort records alphabetically or reverse alphabetically. |
| Max Results | Integer | Maximum number of results to display to end users. |
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 |
|---|---|---|
| Records | Records | References to the records that meet your specified conditions |
| Count | Integer | Number of records found |