Configure Lookup for SharePoint > Taxonomy Name/Value

Configures a lookup with name/vaue pairs from SharePoint that uses metadata values.

Prerequisites

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?

On the Application Explorer screen, do one of these:
- Open an eForm.
- Create an eForm in a Process.
Do one of these:
- Add a Single Select Lookup control:
  1. On the eForm Builder screen, in the Toolbox, open the Advanced Controls tab.
  2. On the Advanced Controls tab, drag a Single Select Lookup form control onto your eForm.
- Change a Single Select Lookup control:
  1. On your eForm, click the control, and click Edit .
On the Single Select Lookup screen, in the Configure tab, click Add Lookup .
On the Select Data Source Type screen, select SharePoint .
Click Next.
On the SharePoint Type screen, select SharePoint Term Set Lookup.
On the Lookup Details screen, select Name/Value.
Click Next.

Configures a lookup with name/value pairs from SharePoint to get metadata values.

Field Name	Definition
Configuration Type	Function: Specifies how selection works for the SharePoint taxonomy. Accepted Values: Select & Search - The user can search for a term to filter and select. Select - The user can the select the term in the taxonomy. Default Value: Select & Search Accepts Process Data Variables: No
Find Term Sets that Include the following term	Function: Specifies the name of term set to filter and search. Accepted Values: One line of text that can have spaces Default Value: None Accepts Process Data Variables: No
Filter	Function: Filters what SharePoint shows with the specified term.
Clear	Function: Clears the term in the Find Term Sets that include the following term.
Select Taxonomy	Function: Specifies the SharePoint folder name from the list that has your metadata. Accepted Values: A SharePoint folder from the list. Default Value: None
Select Taxonomy Fields - Name	Function: Specifies these Taxonomy field names in the selected SharePoint list: TermID TermName TermDescription Accepted Values: Read only. The values show when you complete the List Name field. Accepts Process Data Variables: Yes
Select Taxonomy Fields - Value	Function: Specifies the value for the list field. Accepted Values: None. When you add a field, this value shows the field name. Set the actual value. Accepts Process Data Variables: Yes

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

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.