Configure Lookup for AgilePoint Data Entities > Multiple Columns

Configures a lookup with more than one column of data from Data Entities.

Prerequisites

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add your form control:
      1. On the eForm Builder screen, in the Toolbox, open one of these tabs:
        • Common Controls Common Controls icon
        • Advanced Controls Advanced Controls icon
        • Telerik Controls Telerik Controls icon
      2. On your tab, drag one of these controls onto your form:
        • Auto-Suggest Auto-Suggest icon
        • List Box List Box icon
        • Subform Subform icon
        • Check Box Check Box icon
        • Auto Lookup Auto Lookup icon
        • List View List View icon
        • Pop-Up Select Pop-Up Select icon
        • Drop-Down List Drop-Down List icon
        • Auto-Suggest Auto-Suggest icon
        • Chart Chart icon
        • Data Grid Data Grid icon
        • Drop-Down List Drop-Down List icon
        • Data Grid Data Grid icon
        • Multi-Select List Box Multi-Select List Box icon
    • Change your form control:
      1. On your eForm, click the control, and click Edit Edit icon.
  3. On the Configure tab, click Add Lookup Add Lookup icon.
  4. On the Select Data Source Type screen, select AgilePoint Data Entities AgilePoint Data Entity icon, and click Next.
  5. On the Lookup Details screen, select Multiple Columns, and click Next.
  6. On the Configure Lookup screen, click the Quick Config tab.

Quick Config tab

Configures a lookup with more than one column from your data source.

Figure: Quick Config tab

Quick Config tab

Fields

Field Name Definition

Entity

Function:
Specifies the name for your entity.
Accepted Values:
The name of your entity.
Default Value:
None
Example:
Refer to:

Show Custom Entities

Function:
Specifies whether to show only custom entities in the Select Entity list.
Accepted Values:
  • Selected - Shows only custom entities in the Select Entity list.
  • Deselected - Shows only standard entities in the Select Entity list.
Default Value:
Deselected

Select Column - Name

Function:
Specifies the column names for the selected entity.
To Open this Field:
  1. On the Configure Lookup screen, in the Request tab, select the name of the method from the Service Operation list
  2. On the Select All field, click Expand Expand icon.
Accepted Values:
Read only.

The values are completed when you select the entity name.

Select Column - Value

Function:
Specifies the value to update for the column.
To Open this Field:
  1. On the Configure Lookup screen, in the Request tab, select the name of the method from the Service Operation list
  2. On the Select All field, click Expand Expand icon.
Accepted Values:
None.

But when you add a column in the list, the value field is populated with the column's name. Set the actual value.

Expand Expand icon

Function:
Shows the field list options.
To Open this Field:
  1. On the Configure Lookup screen, in the Entity list, select an entity.

Collapse Collapse icon

Function:
Closes the field list.
To Open this Field:
  1. On the Configure Lookup screen, in the Entity list, select an entity.

Add Filter Add Filter icon

Function:
Adds a row to give a condition for the filter.
To Open this Field:
  1. On the Configure Lookup screen, in the Entity list, select an entity.

Select Nest Type

Function:
Specifies the AND and OR logical operators to filter the lookup.
To Open this Field:
  1. Click Add Filter Add Filter icon
Accepted Values:
  • AND - Specifies the AND operator.
  • OR - Specifies the OR operator.
Default Value:
And

Column Name

Function:
Specifies the name of the entity column.
To Open this Field:
  1. Click Add Filter Add Filter icon
Accepted Values:
A valid entity column name.
Default Value:
None

Operator

Function:
Specifies the operator to use in filter.
To Open this Field:
  1. Click Add Filter Add Filter icon
Accepted Values:
  • !=
  • =
  • >
  • <
  • >=
  • <=
  • Like
  • Not Like
  • Contains
  • Does Not Contain
  • Begins With
  • Does Not Begin With
  • Ends With
  • Does Not End With
Default Value:
=
Limitations:

The Contains and Does not Contain filter operators are available in these releases:

Filter Condition - Value

Function:
Specifies the value for an entity field to use in filter.
To Open this Field:
  1. Click Add Filter Add Filter icon
Accepted Values:
A process data variable.
Default Value:
None
Accepts Process Data Variables:
Yes

Delete Filter Delete Filter icon

Function:
Deletes the filter condition.

Filter Condition - Sort By

Function:
Specifies the name of the column to sequence the query results.
Accepted Values:
The name of your list column.
Default Value:
None

Filter Condition - Sort Order

Function:
Specifies the sort order for the result set.
Accepted Values:
  • Ascending
  • Descending
Default Value:
Ascending

Advanced tab

Configures the WHERE clause for your query.

Advanced tab


Advanced tab

Fields

The fields on this tab are disabled. They will be available in a future release.

Error Messages tab

Configures the message to show if the lookup does not return any data.

Figure: Error Messages tab

Error Messages tab

Fields

Field Name Definition

No Items Available

Function:
Specifies the error message to show if the lookup does not return any data.
Accepted Values:
One line of text that can have spaces.
Default Value:
None

Failure Messages

Function:
Specifies the message to show if the data fails to load.
Accepted Values:
More than one line of text.
Default Value:
Failed to load data.