Actions54
- Blueprint Actions
- Process Actions
- Task Actions
- Form Field Actions
- Comment Actions
- User Actions
- Guest Actions
- Group Actions
- Search Actions
- ID Finder Actions
Overview
This node interacts with the Tallyfy workflow automation platform to find the ID of a form field within a specified context, which can be either a process or a blueprint. It is useful when you need to programmatically retrieve the unique identifier of a form field by searching with a name or term, enabling further automated operations such as updating form field values or referencing fields in workflows.
Common scenarios:
- Automating retrieval of form field IDs to update their values dynamically.
- Integrating Tallyfy form data into other systems by referencing form fields via their IDs.
- Searching for form fields within specific processes or blueprints without manual lookup.
Example:
You want to find the ID of a form field named "Customer Email" inside a particular process instance to update its value later in an automation workflow.
Properties
| Name | Meaning |
|---|---|
| Search Term | The name or search term used to find the form field. |
| Context | The ID of the process or blueprint that contains the form field to search within. |
| Context Type | The type of context where the form field exists; options are Process or Blueprint. |
Output
The output JSON contains an array of objects representing the found form fields matching the search term within the specified context. Each object includes:
id: The unique identifier of the form field.name: The name or label of the form field (fallbacks to title, label, or "Unknown" if not available).type: The type of ID found, here it will be"formField"(derived from the operation name).
If multiple form fields match the search term, all are returned as separate items in the output array.
Dependencies
- Requires an API key credential for authenticating with the Tallyfy API.
- Needs the organization ID configured in the credentials.
- Uses the Tallyfy REST API endpoint (default base URL:
https://go.tallyfy.com/api).
Troubleshooting
- No results found: Ensure the search term exactly matches or closely resembles the form field's name. Also verify the correct context ID and context type are provided.
- Authentication errors: Confirm that the API key credential is valid and has access to the specified organization.
- Invalid context ID: Double-check that the process or blueprint ID exists and is accessible.
- API rate limits or network issues: These may cause request failures; retry after some time or check network connectivity.
Links and References
- Tallyfy API Documentation (for detailed API endpoints and authentication)
- Tallyfy Workflow Automation Platform