How to Use custom_modules__get Action to Get a Record?

The custom_modules__get action searches for a record in a Custom Data table by values from user state variables and saves it to a variable. Used for finding existing records based on search criteria.

When Needed

  • You need to find an existing record in a Custom Data table by certain criteria.
  • You need to get data about a user or object from the database.
  • You need to check if a record with certain values exists.

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")
  1. 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}}

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.