Retrieve Record activity

An activity that gets a record from an AgilePoint NX entity.

Configure the Query Record activity

To configure the Query Record activity, do the procedure in this topic.

To send an e-mail notification, click Advanced > E-mail Notifications .
For more information, refer to Configure E-mail Notifications for Any Activity.
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?

On the Application Explorer screen, do one of these:
- Open a Process.
- Create a Process.
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.

Specifies the basic settings for the Retrieve Record activity.

Field Name	Definition
Display Name	Function: Specifies the activity name that shows in your process. Accepted Values: One line of text that can have spaces. Default Value: None Accepts Process Data Variables: No Example: This is a common configuration field that is used in many examples. Refer to: Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.
Description	Function: Specifies an optional text description for your activity. Accepted Values: More than one line of text. Default Value: None Accepts Process Data Variables: No

Field Name

Definition

Display Name

Function:

Specifies the activity name that shows in your process.

Accepted Values:

One line of text that can have spaces.

Default Value:

None

Accepts Process Data Variables:

Example:

This is a common configuration field that is used in many examples. Refer to:

Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description

Maps response data from the entity field to your process to get the record.

Field Name	Definition
Entity Name	Function: Specifies the name for your entity from the list. Accepted Values: An entity name from the list. Default Value: None Example: Refer to: (Example) Store data from an eForm in Data Entities with a Data Entities activity
Standard Entities / Custom Entities	Function: Specifies whether to show standard entities or custom entities in the Entity Name list. Accepted Values: Standard Entities - Shows standard entities in the Entity Name list. Custom Entities - Shows custom entities in the Entity Name list. Default Value: Standard Entities Accepts Process Data Variables: No
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
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