Configure Lookup for SharePoint > Taxonomy Multiple Columns > Taxonomy Fields tab

Configures a lookup with multiple columns from SharePoint to get metadata values

Screen



Good to Know

  • Documentation for Integrations with Third-Party, External, or Open Source Technologies

    The highest priority for AgilePoint NX Product Documentation is accuracy. Whenever feasible, AgilePoint provides input details, business rules, or example values for third-party integrations. These can include any technology that is not native to AgilePoint NX, such as Salesforce, Active Directory, or REST. However this information is subject to change without notice to AgilePoint. Because we can not guarantee the accuracy of this information, the details provided for third-party product input values, as well as examples for third-party product integrations, are limited in the AgilePoint documentation. It is the responsibility of third-party vendors to provide documentation related to these aspects of their software and services.

    For examples of use case implementations or configuration field input values for third-party products, AgilePoint recommends these resources:

    • AgilePoint Community Forums - An AgilePoint-moderated, crowd-sourcing user forum where you can ask questions about specific techniques, the solutions to use cases, workarounds, or other topics that may not be covered in the Product Documentation.
    • Professional Services - If you can not find the information you need for your specific business problem, mentoring is available through AgilePoint Professional Services.
    • Personalized Training - AgilePoint can provide personalized training for your organization. To request personalized training, contact AgilePoint Sales.
    • Third-Party Vendor Documentation - Whenever feasible, AgilePoint provides links to third-party vendor documentation.

      This does not include technology standards or protocols, such as JavaScript, REST, or FTP. Resources for these technical standards are publicly available on the Internet.

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
        • Kendo Controls Kendo 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 SharePoint SharePoint icon, and click Next.
  5. On the SharePoint Type screen, select SharePoint Term Set Lookup.
  6. On the Lookup Details screen, select Multiple Columns, and click Next.
  7. On the Configure Lookup screen, click the Taxonomy Fields tab.

Fields

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 List 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 List 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