Form-Based Application with Salesforce Data Source

Data Source Name

Function:

Specifies a name for your data source.

Accepted Values:

One line of text with no spaces.

Default Value:

None

Accepts Process Data Variables:

No

Example:

Refer to:

• The videos on this page
• (Example) Create and Run a Form-Based Application with AgilePoint NX Data Entities
• Form Based Applications – SharePoint Data Source

Salesforce

Function:

Specifies the access token that connects to your Salesforce application.

Accepted Values:

A list of access tokens configured for your environment.

Default Value:

None

Accepts Process Data Variables:

No

Example:

Refer to:

• The videos on this page

Add Token

Opens this Screen:

Access Token for Salesforce.

Function of this Screen:

Configures a new access token for Salesforce in a form-based app..

Custom Entities Only

Function:

Specifies whether to show only Salesforce custom entities in the Primary Entity Name list.

Note: The word entity on this screen refers to a container within your data model. For Data Entities or Salesforce, this container is called an entity. For a database, entity refers to a database table. For SharePoint Integration, entity refers to a SharePoint list..

Accepted Values:

• Selected - Shows Salesforce custom entities in the Primary Entity Name list.
• Deselected - Shows all Salesforce entities in the Primary Entity Name list.

Default Value:

Deselected

Accepts Process Data Variables:

No

Example:

Refer to:

• The videos on this page

Primary Entity Name

Function:

Specifies the Salesforce entity from which you want your form to collect data.

Accepted Values:

A Salesforce entity from the list.

Default Value:

None.

When you select the Salesforce access token, the name of the entities show in the Primary Entity Name list.

Accepts Process Data Variables:

No

Example:

Refer to:

• The videos on this page

Use Logged in User Credentials

Function:

Specifies whether to use the credentials for the authenticated runtime app user to submit the form data to Salesforce.

Accepted Values:

• Selected - Uses the credentials of the authenticated runtime app user to submit the form data to Salesforce.

  Only use this option in these conditions:

  • Your organization uses Salesforce authentication for AgilePoint NX.
  • Your runtime app users have permissions to submit data to your Salesforce entity that is associated with the form-based app.
• Deselected - Uses the access token credentials you select in the Salesforce field on the Salesforce Configuration screen > Configuration tab to submit an entity to Salesforce.

Default Value:

Selected

Accepts Process Data Variables:

No

Example:

Refer to:

• The videos on this page

Check box

Function:

Specifies the fields to use on your form.

Accepted Values:

• Selected - Your form contains the field.
• Deselected - The field does not show on your form.

Default Value:

Selected

Example:

Refer to:

• The videos on this page
• Form Based Applications – SharePoint Data Source

Display Name

Function:

Shows the fields associated with an entity.

Accepted Values:

Read only.

Data Type

Function:

Shows the data type of a field.

Accepted Values:

Read only.

Lookup Key

Function:

Shows whether the field has a lookup relationship.

Accepted Values:

Read only.

Mandatory

Function:

Specifies whether the field is required.

Accepted Values:

Read only.

Unique

Function:

Shows whether a duplicate value is permitted in the field.

Accepted Values:

Read only.

Checkbox

Function:

Specifies the related entities to use on your form.

Accepted Values:

• Selected - Your form contains related entity.
• Deselected - Your form does not use the related entity.

Default Value:

Deselected

Example:

Refer to:

• The videos on this page
• Form Based Applications – SharePoint Data Source

Primary Entity Name

Function:

Shows the entity name that you specified on the Salesforce Configuration screen > Configuration tab.

Note: The word entity on this screen refers to a container within your data model. For Data Entities or Salesforce, this container is called an entity. For a database, entity refers to a database table. For SharePoint Integration, entity refers to a SharePoint list..

Accepted Values:

Read only.

Example:

Refer to:

• The videos on this page

Primary Entity Key Field

Function:

Shows the entity field that contains the primary field.

Note: The word entity on this screen refers to a container within your data model. For Data Entities or Salesforce, this container is called an entity. For a database, entity refers to a database table. For SharePoint Integration, entity refers to a SharePoint list..

Accepted Values:

Read only.

Related Entity

Function:

Shows the entities that have relationships with the primary entity.

Note: The word entity on this screen refers to a container within your data model. For Data Entities or Salesforce, this container is called an entity. For a database, entity refers to a database table. For SharePoint Integration, entity refers to a SharePoint list..

Accepted Values:

Read only.

Example:

Refer to:

• The videos on this page

Dependent Field

Function:

Shows the dependent field of the related entity.

Accepted Values:

Read only.

Field

Function:

Shows the fields associated with the related entity.

Example:

Refer to:

• The videos on this page