- Overview
- UiPath GenAI Activities
- Release notes
- About the UiPath GenAI Activities package
- Project compatibility
- Content Generation
- Update Context Grounding Index
- Context Grounding Search
- Summarize Text
- PII Filtering
- Translate
- Detect Language
- Rewrite
- Generate Email
- Categorize
- Named Entity Recognition
- Image Analysis
- Detect Object
- Signature Similarity
- Sentiment Analysis
- Reformat
- Semantic Similarity
- Image Comparison
- Image Classification
- Working with UiPath GenAI activities
- Supported models
- Frequently asked questions
- Act! 365
- ActiveCampaign
- Adobe Acrobat Sign
- Adobe PDF Services
- Amazon Bedrock
- Amazon Connect
- Amazon Polly
- Amazon SES
- Amazon Transcribe
- Anthropic Claude
- Asana
- AWeber
- Azure AI Document Intelligence
- Azure Maps
- BambooHR
- Box
- Release notes
- About the Box activity package
- Project compatibility
- Add Shared Link to File
- Add Shared Link to Folder
- Search for Content
- Cancel Sign Request
- List Sign Requests
- Create Sign Request
- Resend Sign Request
- Upload File Version
- Copy File
- Delete File
- Download File
- Get File Info
- Get Folder Items
- Upload File
- Copy Folder
- Create Folder
- Delete Folder
- Delete Record
- Get Record
- Insert Record
- Replace Record
- List All Records
- Brevo
- Calendly
- Campaign Monitor
- Cisco Webex Teams
- Citrix ShareFile
- Clearbit
- Confluence Cloud
- Constant Contact
- Coupa
- Customer.io
- Datadog
- Deputy
- Discord - Preview
- DocuSign
- Drip
- Dropbox
- Dropbox Business
- Egnyte
- Eventbrite
- Exchangerates
- Expensify
- Facebook
- Freshbooks
- Freshdesk
- Freshsales - Preview
- Freshservice
- GetResponse
- GitHub
- Google Maps
- Google Speech-to-Text
- Google Text-to-Speech
- Google Vertex
- Google Vision - Preview
- GoToWebinar
- Release Notes
- About the GoToWebinar activity package
- Project compatibility
- Delete Webinar
- Get Webinar
- Get Webinar Meeting Times
- Get Webinar Registrant
- Get Webinar Start URL
- List Account Webinars
- List All In Session Webinars
- List All Webinar Attendees
- List All Webinar Registrants
- List All Webinars
- Quick Create Webinar
- Quick Update Webinar
- Search Recording Assets
- Delete Record
- Get Record
- Insert Record
- List All Records
- List Records
- API References
- Greenhouse
- Hootsuite
- HTTP Webhook
- Hubspot CRM
- HubSpot Marketing
- iContact
- Insightly CRM
- Intercom
- Jira
- Release notes
- About the Jira activity package
- Project compatibility
- Create Issue
- Add Issue Attachment
- Download Issue Attachment
- Get Instance Details
- Add Comment
- Get Comments
- Get Issue
- Search Issues by JQL
- Update Issue
- Update Issue Assignee
- Find User by Email Address or Display Name
- Update Issue Status
- Delete Record
- Get Record
- Insert Record
- List All Records
- Replace Record
- Upsert Record
- Invoke Operation
- Delete Issue
- Event Trigger
- Keap
- Klaviyo
- LinkedIn
- Mailchimp
- Mailjet
- MailerLite
- Mailgun
- Marketo
- Microsoft Azure OpenAI
- Microsoft Dynamics CRM
- Microsoft Sentiment
- Microsoft Teams
- Release Notes
- About the Microsoft Teams activity package
- Project compatibility
- Create Channel
- Invite Member to Channel
- List All Channels
- Send Individual Chat Message
- Reply to Channel Message
- Create Online Teams Meeting
- Send Channel Message
- Send Group Chat Message
- Get Channel by Name
- Get Individual Chat
- Get Team by Name
- Invite User to Team
- List All Channel Messages
- List All Chat Messages
- List All Team Members
- Get Online Teams Meeting
- List All Recordings
- List All Transcripts
- Download Meeting Transcript/Recording
- List All Records
- Insert Record
- Update Record
- Get Record
- Delete Record
- Technical references
- Microsoft Translator
- Microsoft Vision
- Miro
- Okta
- OpenAI
- Oracle Eloqua
- Oracle NetSuite
- Release Notes
- About the Oracle NetSuite activity package
- Project compatibility
- Delete Record
- Get Record
- Insert Record
- List All Records
- Update Record
- Create Basic Company Customer
- Create Basic Company Vendor
- Create Basic Contact
- Create Basic Individual Customer
- Create Basic Individual Vendor
- Create Basic Support Case
- Update Basic Company Customer
- Update Basic Company Vendor
- Update Basic Contact
- Update Basic Individual Customer
- Update Basic Individual Vendor
- Update Basic Support Case
- Customer Created
- Customer Updated
- Record Created
- Record Updated
- Support Case Raised
- Support Case Updated
- Vendor Created
- Vendor Updated
- PagerDuty
- Paypal
- PDFMonkey
- Pinecone
- Pipedrive
- QuickBooks Online
- Quip
- Salesforce
- Release Notes
- About the Salesforce activity package
- Project compatibility
- Create Account
- Update Account
- Create Contact
- Update Contact
- Create Lead
- Update Lead
- Create Opportunity
- Upload File
- Download File
- Search Records
- Get Opportunity
- Get Lead
- Get Contact
- Get Account
- Add File to Record
- Create Bulk Upload Job
- Get Bulk Job Info
- Starts or Aborts Bulk Job
- Download SOQL Bulk Job Results
- Download Unprocessed Records of Bulk Upload
- Create Bulk Download Job Using SOQL
- Search Using String
- Get Object Fields
- Insert Record
- Get Record
- Delete Record
- Update Record
- List All Records
- Salesforce Marketing Cloud
- SAP BAPI - Preview
- SAP Cloud for Customer
- SAP Concur
- SAP OData - Preview
- SendGrid
- ServiceNow
- Release Notes
- About the ServiceNow activity package
- Project compatibility
- Troubleshooting
- Create New Incident
- Create Incident Task
- List All Incidents
- Update Incident
- Add Attachment
- Download Attachment
- Get Incident Task
- Get Attachment
- List All Attachments
- List All Incident Tasks
- Update Incident Task
- When an Event Happens
- Delete Attachment
- Delete Record
- Get Record
- Insert Record
- List All Records
- Update Record
- Incident Created
- Incident Updated
- Incident Task Created
- Incident Task Updated
- Record Created
- Record Updated
- Shopify
- Slack
- Release Notes
- About the Slack activity package
- Project compatibility
- Create Channel
- Invite Users to Channel
- Remove User from Channel
- Send File to Channel
- Send Message to Channel
- Send Message to User
- Send Reply
- Send Button Response
- Create User Group
- Get User
- List All User Groups
- List All Users
- Set Channel Topic
- Join Channel
- Archive Channel
- Create Group Direct Message
- Get Channel Info
- Button Clicked
- Troubleshooting
- SmartRecruiters
- Smartsheet
- Release notes
- About the Smartsheet activity package
- Project compatibility
- Attach URL to Sheet
- Add Column
- Update Column
- Add Row
- Update Row
- Get Sheet
- List All Sheets
- Attach File to Comment
- Search Everything
- Update Sheet
- Create Sheet from Template
- Send Sheet Via Email
- List All Folders
- Download Attachment
- Attach File to Row
- Attach URL to Row
- Attach File to Sheet
- List All Workspaces
- List All Attachments
- Delete Row
- Download Sheet
- Search Sheets
- Insert Record
- Get Record
- List All Records
- Delete Record
- Snowflake
- Stripe
- Sugar Enterprise
- Sugar Professional
- Sugar Sell
- Sugar Serve
- TangoCard
- Todoist
- Trello
- Twilio
- IBM WatsonX
- WhatsApp Business
- WooCommerce
- Workable
- Workday
- Release Notes
- About the Workday activity package
- Project compatibility
- Using the Where Clause for Filtering Data in Workday
- Workday REST
- X (formerly Twitter)
- Xero
- Release notes
- About the Xero activity package
- Project compatibility
- Create Contact
- List All Contacts
- Add Attachment to Contact
- Get Balance Sheet Report
- Get BAS Report
- Get GST Report
- Get Bank Summary Report
- Get Aged Receivables by Contact Report
- Get Attachments of a Contact
- Get Budget Summary Report
- Get Profit and Loss Report
- Get Trial Balance Report
- Get Executive Summary Report
- Get Aged Payables by Contact Report
- List Reports
- Delete Record
- List All Records
- Get Record
- Insert Record
- Replace Record
- Youtube
- Zendesk
- Zoho Campaigns
- Zoho Desk
- Zoho Mail
- Zoom
- ZoomInfo
Using the Where Clause for Filtering Data in Workday
The List All Records activity in Workday supports queries for the Where clause and Include, Exclude fields to bring in or let go of excess data.
Get_Organizations
SOAP service here:Get_Organizations Operation
Details.
Request_Criteria
section can be considered eligible to be included in the Where
clause of an activity. Similarly, any content within the
Response_Group
section can be utilized with the
Includes
or Excludes
elements.You can see this
in the screenshots below:
Request_Criteria
we can see the
following parameters:
To create a Where clause with boolean fields, you can construct it as shown below:
"boolean_field =
'true'"
"Include_Inactive='false' and
Enable_Transaction_Log_Lite='true'"
Organization_TypeObject
, this is how a
Where clause can be built:
WID
and Organization_Type_ID
, so the
clause needs to be constructed in the following format:
"Organization_Type_Reference.Attribute_type='WID' and
Organization_Type_Reference.Attribute_Value='WIDTEST'"
.
Transaction_Log_Criteria
you can write a Where clause in
the following format:
So, the following format must be used:
"Transaction_Log_Criteria.Transaction_Date_Range_Data.Updated_From='2022-09-05T12:00:00'
and
Transaction_Log_Criteria.Transaction_Date_Range_Data.Updated_Through='2023-01-01T16:00:00'"
If you wish to consolidate all the aforementioned elements into a single query, you can structure it similar to the following example.
"Transaction_Log_Criteria.Transaction_Date_Range_Data.Updated_From='2022-09-05T12:00:00'
and
Transaction_Log_Criteria.Transaction_Date_Range_Data.Updated_Through='2023-01-01T16:00:00'
and Include_Inactive='false' and Enable_Transaction_Log_Lite='true' and
Organization_Type_Reference.Attribute_type='WID' and
Organization_Type_Reference.Attribute_Value='WIDTEST'"
.
Important Information:
- This is just an illustrative example and may not represent an actual query scenario.
- The Where clause must
always be passed as
String
.
Includes
and
Excludes
functions is associated with the
Response_Group
attribute group, as you can see in the image
below.
These two functions are used to retrieve or omit data elements from the response, allowing you to focus on the specific information you need while excluding any unnecessary or sensitive data.
Roles_Data
, Hierarchy_Data
,
Supervisory_Data
and
Staffing_Restrictions_Data
.
If you want to include these in the activity output, just pass them as a comma-separated string like in the following example:
"Roles_Data,Supervisory_Data,Staffing_Restrictions_Data"
Some more examples of this practice can be found below:
Object | Some examples of supported WHERE clauses | Includes (Comma separated values) | Excludes (Comma separated values) |
Employee/Workers |
Query with reference objects: "Organization_Reference.ID.Attribute_type='WID' and Organization_Reference.ID.Attribute_Value='WIDTEST" and Include_Subordinate_Organizations='true' Query with transaction log criteria: "Transaction_Log_Criteria.Transaction_Date_Range_Data.Updated_From='2020-09-05T12:00:00' and Transaction_Log_Criteria.Transaction_Date_Range_Data.Updated_Through='2021-09-05T16:00:00'" and Include_Subordinate_Organizations='true' | "Personal_Information,Additional_Jobs,Employment_Information,Compensation,Organizations,Roles,Management_Chain_Data,Multiple_Managers_in_Management_Chain_Data,Benefit_Enrollments,Benefit_Eligibility,Related_Persons,Qualifications,Employee_Review,Goals,Development_Items,Skills,Photo,Worker_Documents,Transaction_Log_Data,Subevents_for_Corrected_Transaction,Subevents_for_Rescinded_Transaction,Succession_Profile,Talent_Assessment,Employee_Contract_Data,Contracts_for_Terminated_Workers,Collective_Agreement_Data,Probation_Period_Data,Extended_Employee_Contract_Details,Feedback_Received,User_Account,Career,Account_Provisioning,Background_Check_Data,Contingent_Worker_Tax_Authority_Form_Information" | "Organization_Support_Role_Data,Location_Hierarchies,Cost_Centers,Cost_Center_Hierarchies,Companies,Company_Hierarchies,Matrix_Organizations,Pay_Groups,Regions,Region_Hierarchies,Supervisory_Organizations,Teams,Custom_Organizations,Funds,Fund_Hierarchies,Grants,Grant_Hierarchies,Business_Units,Business_Unit_Hierarchies,Programs,Program_Hierarchies,Gifts,Gift_Hierarchies" |
Job families |
Query with inactive job families "Include_InActive_Job_Families='true'" | "Reference,Job_Profile_Info_Data" | NA |
Locations |
Query with reference objects Location_Type_Reference.ID.Attribute_type='WID' and Location_Type_Reference.ID.Attribute_Value='WIDTEST' Query with location name Location_Name='HYD' Query with inactive locations Exclude_Inactive_Locations='true' | "Reference,Location_Data" | NA |
Organizations |
Query with reference objects Organization_Type_Reference.ID.Attribute_type=‘WID’ and Organization_Type_Reference.ID.Attribute_Value=‘WIDTEST’ Query with Inactive organizations Include_Inactive='true' Query with transaction log criteria "Transaction_Log_Criteria.Transaction_Date_Range_Data.Updated_From='2020-09-05T12:00:00' and Transaction_Log_Criteria.Transaction_Date_Range_Data.Updated_Through='2021-09-05T16:00:00'" "Transaction_Log_Criteria.Transaction_Date_Range_Data.Updated_From='2020-09-05T12:00:00' and Transaction_Log_Criteria.Transaction_Date_Range_Data.Updated_Through='2021-09-05T16:00:00'" "Transaction_Log_Criteria.Transaction_Type_References.Transaction_Type_Reference.Attribute_type='WID' and Transaction_Log_Criteria.Transaction_Type_References.Transaction_Type_Reference.Attribute_Value='WIDTEST' | "Roles_Data,Hierarchy_Data,Supervisory_Data,Staffing_Restrictions_Data" | NA |