Fields tab

• Object - Select the object to query. Objects are grouped under Billing Objects and Revenue Objects.

• Click a data object from the left panel to display all available data fields in that object.

• Query Mode - Select how the task retrieves data:

  • Single Record - Retrieves one record and requires an ID or key.

  • Multiple Records - Retrieves multiple records and does not require an ID or key.

• ID/Key - Specify the ID or key of the record to retrieve. This field is displayed only when Query Mode is set to Single Record.

• Select the Enabled checkbox to select a data field.

Conditions tab

Enter a query in the query text field. In Multiple Records mode, use this area to define the query criteria for the returned records. The two dropdown lists are intended to help you enter object fields and workflow data fields in your query.

• Query Batch Size - The limit of data entries in the results of a query. The default and maximum value is 2000.

• Payload Alternative Placement - Specify an alternative location for the query results in the payload. You can use this field to avoid conflicts when multiple query tasks save data under similar object names. For example, if you specify Account_0 as the payload alternative placement, the retrieved data can be referenced with Account_0.Balance in subsequent tasks.

If you want the workflow to stop when no data is returned in this query task, select Stop when no result returned.

Concurrency Mode

Concurrency Mode: Controls whether Workflow processes tasks in a single or multi-threaded manner for this task type. Select Sequential to single-thread, or Parallel to allow multi-threaded processing.

If you select Parallel, the Max Concurrency setting controls the maximum number of threads for this task type that can be utilized. You can specify a value from 1 up to the allowed maximum for this task type. A value of 1 behaves the same as Sequential processing.

Example: If there is a set of 10 records that is being iterated over, selecting Sequential will process one record and the downstream tasks for that iteration before processing the next record and its downstream tasks. If Parallel is selected, multiple records or batches can be processed at the same time, up to the configured Max Concurrency limit.