Query Records (NetSuite) activity
An activity that uses a SQL WHERE clause to query one or more entity records in NetSuite.
![Query Records activity](images/cloudenvShapeNetSuiteQueryEntity.jpg)
Configure the Query Records activity
To configure the Query Records activity, do the procedure in this topic.
Examples
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?
- Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
How to Start
- On the Application Explorer screen, do one of these:
- Do one of these:
- Add an activity:
- In the Process Builder, in the Activity Library,
open the NetSuite
tab.
- On the NetSuite
tab, drag the Query Records
activity onto your process.
- In the Process Builder, in the Activity Library,
open the NetSuite
- Change an activity:
- In your process, double-click your activity.
- Add an activity:
Procedure
- Complete the fields on the
General Configuration screen.
For more information, refer to Configure General Options for a CRM Activity.
- Click Query Records
.
- Complete the fields on these screens.
- Query Record Configuration > Column tab.
- Query Record Configuration > Where tab.
- Query Record Configuration > Output Mapping tab.
- Query Record Configuration > Test tab.
For more information, refer to Get Entity Records from NetSuite with a SQL Query.
- (Optional) Click Advanced
> E-mail Notifications
.
For more information, refer to Configure E-mail Notifications for Any Activity.
General Configuration
Specifies the basic settings for the Query Records activity.
![General Configuration screen](images/cloudenvSystemBasicConfigurationWinQueryRecordsNetSuite.jpg)
Fields
Field Name | Definition |
---|---|
Display Name |
|
Description |
|
Connection Timeout (Seconds) |
|
Query Records Configuration > Column tab
Specifies the entity columns to query.
![Query Records Configuration Column tab](images/cloudenvNetSuiteQueryEntityColumnsConfigWin.jpg)
Fields
Field Name | Definition |
---|---|
NetSuite |
|
Add Token |
|
Entities / Custom Record Types |
|
Entity Name |
|
Record Type |
|
Entity Column Fields |
|
Configured Column Field |
|
Left Arrow |
|
Right Arrow |
|
Select All |
|
Query Records Configuration > Where tab
Configures a SQL where clause to filter the results of a query in NetSuite. It gets only the records that obey the rules in the WHERE clause.
![Query Records Configuration Where tab](images/cloudenvNetSuiteQueryEntityConstraintsConfigWin.jpg)
Fields
Field Name | Definition |
---|---|
NetSuite |
|
Add Token |
|
Entities / Custom Record Types |
|
Entity Name |
|
Record Type |
|
Where Clause Code Snippet Box |
|
Column |
|
Comparer |
|
Value |
|
Save Query |
|
Query Records Configuration > Output Mapping tab
Maps the columns of the query response to the schema for your process.
![Query Records Configuration Output Mapping tab](images/cloudenvNetSuiteQueryEntityOutputConfigWin.jpg)
Fields
Field Name | Definition |
---|---|
NetSuite |
|
Add Token |
|
Entities / Custom Record Types |
|
Entity Name |
|
Record Type |
|
Map Response to AgilePoint Schema |
|
Query Records Configuration > Test tab
Makes sure your query is valid for NetSuite.
![Query Records Configuration Test tab](images/cloudenvNetSuiteQueryEntityTestConfigWin.jpg)
Fields
Field Name | Definition |
---|---|
NetSuite |
|
Add Token |
|
Entities / Custom Record Types |
|
Entity Name |
|
Record Type |
|
Execute Query |
|