Load data object

The Load data object action loads (or creates) an entity instance and attaches it to the form, optionally filling specified properties. It searches using a query; if a matching data object is found its data (and child relationships) are attached to the form. If not found and configured, a new instance is created, populated from evaluated expressions, and attached.

Properties and Explanation Here are the steps to follow in order to use the Load data object action:

  • Select Data Object: Choose the data object (entity) container to load. This selects which entity class and container form the action targets.

  • Select Relationship (if any): Choose a relationship within the selected data object, or "None" to operate on the main entity. When a relationship is selected, the action targets the related entity (or creates a related child) instead of the main entity.

  • Filter: Provide the query or formula used to locate existing instances. The Query uses the Formula Editor and is evaluated at runtime; the first matching result (or the single result) is used to attach to the form.

  • Create new if not found: If enabled and the Query finds no match, the action will create a new instance of the entity (or related child), assign it a temporary id, and attach it to the form.

Full Configuration Example Below is a screenshot of the Load data object action configuration, showing all properties set for Select (dataobject), Select (relationship), Filter, and Create new if not found:

  • Select (dataobject): Invoice

  • Select (relationship): None

  • Filter: InvoiceNumber == ${invoiceNumberField}

  • Create new if not found: Checke

In this example, the action evaluates the Filter (Query) and:

  • If an Invoice is found, that Invoice is attached to the form and any child relationships are also attached to their sub-forms.

  • If not found, a new Invoice is created, the specified DataFields are evaluated and set, and the new instance is attached to the form.

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