The Load work item data toolbox item provides you with the ability explore data relating to the work item and map these to a variable to be utilised within your workflow.
Common Uses
This is widely used and some of the most common scenarios involve a field within the work item that decide which direction the workflow will follow. A simple example would be on a property purchase or sale, if the property is Leasehold then additional steps in the workflow would be required and therefore we need to load this piece of data in order to drive this decision. This could also be used for setting key dates, if the date that a particular event was due/done is loaded, the key date could be set accordingly using the appropriate logic.
Pre-requisites
Source Work Item ID - to use the Load work item data toolbox item you will need to have captured the workitem Id of the work item for which you want to load data.
Source Work Item Type - you will also need to set the Work Item Type.
Step - to use this item form the toolbox you will need to have a step on your canvas into which to drag it (this is commonly in the Main Entry Point step but can be at whichever step you want so long as the desired data exists at that point in time).
Configuring Load work item data
1. Click on the toolbox tab of your workflow canvas
2. Select the Load work item data option and drag onto the step in which you wish to place it
3. Click on the Load work item data item you have dragged onto the canvas to add in the configuration
4. Enter in the configuration for the toolbox item
| Action Name | Give the action a name but this can be left as default 'Load work item data' if preferred as is often bringing in different pieces of data |
| Source Work Item variable | Select the work item ID from which you require the data. |
| Expected source Work Item Type | Choose the expected Work Item Type. |
| Variables | This is where you load the data and configure the variables. Click the Map Variable button and this will open the Context Browser where you can explore data in the Work Item and Environment. When you find what you need, click the + button and it will appear in your Variables list as [Unbound]. Choose from the drop down list to assign this to an existing variable or the + button to add a new variable. |
| Collections | Configure any collections of data required using the same steps as above. |
