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Add an Orchestration operation to use a Search List

Now that we have the potentially very helpful Execute Data Form operation, it would be really useful to have a Search List operation, which would use any chosen BBCRM Search List, allowing population of the various fields much as Execute Data Form does, but specifying an output table and field, perhaps just limited to Constituent Placeholders or Extra Placeholders, but in any case, somewhere to store the resulting value, often a Record ID, which could then be used in other operations, such as an Execute Data Form operation. That way we could search for a record, then update it.

We often don't have the Record ID in input data but do have enough fields to uniquely identify a record to update, e.g., a Constituent Financial Institution.

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Heather Todd
Heather Todd
Jul 28, 2025

Hi David, Thank you for your feedback. The product request has been added to our backlog for review.

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