Load a Specific Record

Use this procedure to add a specific record to the Load element.

1. From your open workflow, click a Load element on the canvas.
   The Element Tools tab displays on the ribbon.
2. Click Load Type and select Constant Record.
   The Load element changes to a circular automation element and the ribbon buttons refresh to display the attributes for this load type.
3. Click Record.
4. Search for and select the record you want the element to load.
5. Click Select.
6. Click OK.
7. To rename the record, click New Record Name and enter the new name in the working record label.
   The new record name appears in the Working Record button group for elements of the same record type.