How to Get a Record from Custom Data by Search Criteria?

When your scenario needs to find an existing record (e.g. store by city, client by email, VIP by phone), use the custom_modules__get action. It searches by values from user state variables and saves the result to a variable for use in later blocks.

When Needed

• User selects a city — you need to show a list of stores from Custom Data.
• User enters email or phone — you need to check VIP status or get client data.
• You need to check if a record exists with certain values and branch the scenario accordingly.

What's Important to Know

• custom_modules__get — action for searching and getting a record from Custom Data.
• Before use, you need to save field values for search in the user state.
• Search is performed by values from variables of type "model_name:field_name".
• After getting the record, you can output its attributes in a message block.

Prerequisites

• You are logged in with integrator or administrator rights.
• There is a created Custom Data model with records in the system.
• You have access to the scenario constructor.
• You know which fields to search by.

Step-by-Step Instructions

Preparing Search Criteria

1. In the scenario, add blocks to collect data to search by:
   • "Wait for Response" — for entering search value
   • "Message with Keyboard" — for selection from options
2. Save the value to a variable of type "model_name:field_name" (for example, customer:email, product:code).

Example: To search by the "email" field, save the value to the customer:email variable.

Configuring Action

1. Add an "Action" block to the scenario after search criteria collection blocks.
2. In the "Action" block settings, select the custom_modules__get function.
3. In the configuration field (JSON), enter parameters:

{
  "module_name": "customer",
  "set_to": "customer"
}

• module_name — name of the model with the custom table (for example, "customer", "product")
• set_to — name of the variable where the found record will be saved (for example, "customer", "found_product")

4. Save changes in the action and scenario.

Using Retrieved Record

After getting the record, you can output its attributes in a message block using the variable from set_to. For example, if set_to = "customer", you can use {{customer:name}} or {{customer:phone}} to output field values.

Usage Example

Scenario:

1. "Wait for Response" block → user enters email, saved to customer:email
2. "Action" block with custom_modules__get → searches for record by customer:email, saves to customer
3. "Message" block → outputs {{customer:name}} and {{customer:phone}}

Typical Scenarios

Important Notes

• Before using custom_modules__get, be sure to save field values for search in user state variables.
• If the record is not found, the variable from set_to will be empty.
• You can use multiple fields for search simultaneously — the system will find a record that matches all criteria.

What Happens After

After executing the custom_modules__get action, the found record is saved to the variable specified in set_to. The record becomes available for use in subsequent scenario blocks. If the record is not found, the variable will be empty.

How to Verify It Worked

• Check that search values are saved to variables of type "model_name:field_name".
• Make sure the model name in module_name matches an existing model.
• Test the scenario and check that the record is found and saved to the variable.
• Check that record attributes are available for output.

Related Materials

• Custom Data patterns and examples — how to choose the right approach
• How to create a record in Custom Data
• Use autocomplete search
• Create model