Load Attributes
The Load element is used to find and load an existing record into the record pool. After you add this element to your flow diagram, you can use it to prompt the agent to search for a record, or you can select a specific record to load every time.
If you want to prompt agents to perform a search, you must select the primary search report that will be used to find the record to be loaded. You may also select an optional secondary search report. The Load element can have two outgoing connectors to branch the flow based on the button clicked by staff on the Search window (OK/Select or Cancel). In most cases, the Load element will prompt staff members to search for a record using a primary and secondary search report.
However, when using the Load element to open a quote, quote product, or task, the Secondary Search Report button is replaced on the ribbon with a Parent Record button group. When you select a parent record for these record types, the Load element will prompt staff members to select from a list of records associated to the parent. For example, to load a quote, staff members select from a list of quotes associated with the specified parent opportunity.
Records opened with the Load element are simply loaded into memory and do not automatically display in workspaces. To display a loaded record to your staff members, you will need to follow the Load element with a workspace or workflow associated with the appropriate working record.