Using the List Builder

Some APIs are set up to allow multiple records to be passed as an Array or List.  You'll often see these named 'Batch' or 'Bulk' or something similar.  Since these are expecting several records to be sent at once, then executing a function from a single record is not possible, and you need to build a SOQL Query.  In Nexus, these are identified internally as 'List Functions' and will not appear in the Universal Action Component (Execution Manager).  Setup and Mapping for these functions, however, are the same as Single Object record based callouts.  The Salesforce fields used in the mapping become the 'SELECT' elements of the query and the mapped object is the 'FROM'.  To narrow the search results to what you are looking for, you will add the 'WHERE' clause before execution.

To make a callout, navigate to the 'List Builder' tab in the IOLITE Nexus app and click the dropdown arrow to see the available connectors.  Only connectors that have active list functions will be available.

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Once you have chosen the connector, choose the specific function that you wish to execute.  Again, only active list functions for that connector will be options.

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As long as the chosen function has been mapped, the Query Builder section will render with the 'Query Base' populated with the 'SELECT' and 'FROM' parts of the query with an empty 'Where Clause' for you to add.  You will not include the word 'WHERE' as that is assumed by the app.  For this example, we are only looking for Contact records from California that have a checkbox flagged for validation. 

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Fields used in the 'WHERE' clause do NOT have to be part of the 'SELECT' statement, but they do need to be part of mapped object or a Parent of that object.  Using a lookup to a Parent would require to correct SOQL syntax (i.e. RecordType.Name = 'Customer' or SomeCustomObject__r.MyField__c = 'SomeValue').  You can also include other SOQL elements, such as 'LIMIT 100' if desired as long as it is a valid query.

    HELPFUL HINT: It can be useful to take advantage of the Salesforce Developer Console Query Builder to work out the syntax and ensure the results are what is expected.

Once the query is ready, click on the 'Validate Query' button.  If everything checks out, you can then click on 'Execute Function' to begin the process.  The logic of how the query is processed is dependent on the individual connector.  Additional details on how to filter query results would be included in connector specific documentation.

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