Get Data from SAP with a Secure User Account

To get data from SAP database with a secure user account, do the procedure in this topic.

SAP Configuration Screen (Call SAP Function)


Good to Know

  • In most text fields, you can use process data variables as an alternative to literal data values.
  • You can add more than one Call SAP Function activity in your process to call more than one SAP function.
  • Documentation for Integrations with Third-Party, External, or Open Source Technologies

    The highest priority for AgilePoint NX Product Documentation is accuracy. Whenever feasible, AgilePoint provides input details, business rules, or example values for third-party integrations. These can include any technology that is not native to AgilePoint NX, such as Salesforce, Active Directory, or REST. However this information is subject to change without notice to AgilePoint. Because we can not guarantee the accuracy of this information, the details provided for third-party product input values, as well as examples for third-party product integrations, are limited in the AgilePoint documentation. It is the responsibility of third-party vendors to provide documentation related to these aspects of their software and services.

    For examples of use case implementations or configuration field input values for third-party products, AgilePoint recommends these resources:

    • AgilePoint Community Forums - An AgilePoint-moderated, crowd-sourcing user forum where you can ask questions about specific techniques, the solutions to use cases, workarounds, or other topics that may not be covered in the Product Documentation.
    • Professional Services - If you can not find the information you need for your specific business problem, mentoring is available through AgilePoint Professional Services.
    • Personalized Training - AgilePoint can provide personalized training for your organization. To request personalized training, contact AgilePoint Sales.
    • Third-Party Vendor Documentation - Whenever feasible, AgilePoint provides links to third-party vendor documentation.

      This does not include technology standards or protocols, such as JavaScript, REST, or FTP. Resources for these technical standards are publicly available on the Internet.

How to Start

  1. In the eForm Builder, configure the eForm and form controls as necessary.


  1. To get data from SAP, on the eForm Builder, create an SAP lookup.

    For more information, refer toConfigure an Auto Lookup.

  2. Drag a Secure Credentials form control onto your form.
  3. Complete the settings on the configuration screens of the Secure Credentials form control.

    In the Secure Credentials form control configuration, in the Select Access Token field, you must select the access token to use in your SAP transaction.

  4. Click Save and Check In Save and Check In icon.
  5. On the Process Builder, create an SAP transaction that gets data from SAP using input from the eForm. If it is connected to the eForm using the same access token as the Secure Credentials form control, the user credentials from the form control will be used for authentication to SAP.

    For more information, refer to, Create an SAP Transaction with More than One Method and Create an SAP Transaction with One Method.