Get a Record from AgilePoint NX Entity

Prerequisites

• AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 or higher.

Good to Know

• In most text fields, you can use process data variables as an alternative to literal data values.
• You can configure whether this activity waits for other activities before it runs.

  For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?

How to Start

1. On the Application Explorer screen, do one of these:
   • Open a Process.
   • Create a Process.
2. Do one of these:
   • Add an activity:
     1. In the Process Builder, in the Activity Library, open the AgilePoint Data Entities tab.
     2. On the AgilePoint Data Entities tab, drag the Query Record activity onto your process.
   • Change an activity:
     1. In your process, double-click your activity.
3. Click Query Record Configuration .

Procedure

1. On the Query Record Configuration screen, in the Entity Name list, select your entity.
2. Complete this field:

   Field Name	Definition
   Value	Function: Specifies the entity ID or record ID from the AgilePoint NX entity source whose information to get. Accepted Values: A valid entity ID or record ID from an AgilePoint NX entity. Default Value: None Accepts Process Data Variables: Yes

3. To connect the response to your process schema, complete this field as necessary:

   Field Name	Definition
   Map Response to AgilePoint Schema	Function: Maps AgilePoint NX entity fields to your schema. Accepted Values: Click the Schema Mapping button to open the Schema Mapper. Use this screen to connect the response to the data model for your process. Default Value: None

4. (Optional)Complete this field.

   Field Name	Definition
   Custom Entities Only	Function: Specifies whether to show only custom entities in the Primary Entity Name list. Accepted Values: Selected - Shows only the custom entities in the Primary Entity Name list. Deselected - Shows both standard entities and custom entities in the Primary Entity Name list. Default Value: Deselected Accepts Process Data Variables: No