Configure Lookup for Salesforce > Salesforce Lookup Multiple Columns > Manual tab

Configures the WHERE clause for your query.

Figure: Manual tab

Manual tab

Good to Know

  • 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

  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 Salesforce Salesforce icon, and click Next.
  5. On the Salesforce Type screen, select Salesforce Lookup, and click Next.
  6. On the Lookup Details screen, select Multiple Columns, and click Next.
  7. On the Configure Lookup screen, click the Manual tab.

Fields

Field Name Definition

Query

Function:
Specifies the WHERE clause for your query with the conditions and logical operators.
Accepted Values:
A valid SQL WHERE clause.
Default Value:
None
Example:
SELECT PositionCode, FirstName, LastName, Email, City, StateCode, ZipCode FROM [appApplicants] WHERE PositionCode = ${PositionCode}

Validate Query

Function:
Does a test to make sure the query is correct, and displays the error message if an error occurs.