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Collaboration / Single Entity Search

  • Article
  • 2 minutes to read

Operation Information

Searches the Contacts, Organizations or Sites entities for records in Hornbill.

This is a Free Tier Integration.

Authentication

This operation requires authentication, the details of which can be securely stored on your instance in a KeySafe Key of type Hornbill Authentication.

To create a key of this type:

  • In the Configuration area of your Hornbill instance, navigate to Platform Configuration > Security > KeySafe;
  • Click on the + Create New Key button;
  • On the resulting Create New Key form, choose Hornbill Authentication in the Type pick list;
  • Give the Hornbill Authentication KeySafe key a Title (this is the name / identifier for the Hornbill Authentication account as you will see it when using the cloud automation node in your workflows);
  • Optionally populate the Description field;
  • Populate the following fields accordingly, then click the Create Key button to create your new key:
Name Type Description
Instance ID or URL string Hornbill Instance ID or API Endpoint URL
ApiKey string Authentication Key

Tip

Please read the Hornbill API Keys documentation to learn how to create and manage API Keys on the Hornbill platform.

Revoking Access

If at any point you wish to revoke access to any of the above accounts from your Hornbill instance, just delete the relevant KeySafe key(s) from the KeySafe list.

Warning

This will revoke the rights of any existing Cloud Automation Node in your Hornbill Workflows that are using the revoked Hornbill Authentication account, so you will need to manage these workflows accordingly.

Input Parameters

Display Name ID Type Description Required Supported Values
Field fieldname string Name of Field Yes None provided
Value value_text string Value to search field for Yes None provided
Entity Type entity_type string Type of Entity to search Yes Contact, Organizations, Site
Match Type match_type string Whether the search should be for an exact match or a like Yes Exact, LIKE

Output Parameters

Display Name ID Type Description
Entity Id entityId string Entity Id
  • Version {{docApp.book.version}}
  • Node {{docApp.node}} / {{docApp.build}}
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