Query Multiple Records activity

An activity that gets more than one record from an AgilePoint NX entity.


Query Multiple Records activity

Configure the Query Multiple Records activity

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

Prerequisites

Good to Know

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the AgilePoint Data Entities AgilePoint Data Entity icon tab.
      2. On the AgilePoint Data Entities AgilePoint Data Entity icon tab, drag the Query Multiple Records Query Multiple Records icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

General Configuration

Specifies the basic settings for the Query Multiple Records activity.

Figure: General Configuration screen

General Configuration screen

Fields

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

Query Multiple Records Configuration > Where tab

Shows the code snippet that is generated from the Query Multiple Records Configuration > Create Conditions tab.

Figure: Query Multiple Records Configuration > Where tab

Query Multiple Records Configuration Where tab

Fields

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:

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

Code Snippet

Function:
Shows the code snippet that is created from your query.
Accepted Values:
Read only.
Default Value:
None

Create Create icon

Opens this Screen:
Query Multiple Records Configuration > Create Conditions
Function of this Screen:
Configures the condition to use in your query to filter records

Delete Delete icon

Function:
Deletes the query from the code snippet.

Edit Edit icon

Function:
Lets you change the query.

Query Multiple Records Configuration > Create Conditions

Configures the condition to use in your query to filter records.

Figure: Query Multiple Records Configuration > Create Conditions screen

Query Multiple Records Configuration Create Conditions screen

Fields

Field Name Definition

Column

Function:
Specifies the name of the AgilePoint NX entity field to use in your query.
Accepted Values:
A field from the list
Default Value:
None.

On the Query Multiple Records Configuration > Where tab, when you select the name of the entity from Entity Name field, the list of entity field associated with the selected entity shows in Column field.

Comparer

Function:
Specifies the operator to use in your query.
Accepted Values:
  • Equal
  • NotEqual
  • GreaterThan
  • LessThan
  • GreaterEqual
  • LessEqual
  • Like
  • NotLike
  • In
  • NotIn
  • Between
  • NotBetween
  • Null
  • NotNull
  • Yesterday
  • Today
  • Tomorrow
  • Last7Days
  • Next7Days
  • LastWeek
  • ThisWeek
  • NextWeek
  • LastMonth
  • ThisMonth
  • NextMonth
  • On
Default Value:
Equal

Value

Function:
Specifies the value for the column.
Accepted Values:
A valid column value.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

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?

Select Nest Type

Function:
Specifies the use of logical AND and OR operators to nest conditions to filter the record.

You must set the condition first, before you specify the nest type.

Accepted Values:
  • And - Specifies the logical AND operator.
  • Or - Specifies the logical OR operator.
Default Value:
Or

Add Row Add Row icon

Function:
Creates a condition row.

Delete Delete icon

Function:
Deletes the condition row.

Back Back icon

Function:
Saves your rule and goes back to the activity configuration screen.

Query Multiple Records Configuration > Response tab

Maps response data from an AgilePoint NX entity fields to your schema.

Figure: Query Multiple Records Configuration > Response tab

Query Multiple Records Configuration Response tab

Fields

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:

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

Map Response to AgilePoint Schema

Function:
Maps AgilePoint NX entity fields to your schema.
Accepted Values:
Click the Schema Mapping Schema Mapping icon button to open the Schema Mapper.

Use this screen to connect the response to the data model for your process.

Default Value:
None