Configure Lookup for Microsoft Dynamics CRM > Name/Value

Configures a lookup with name/value pairs from Dynamics CRM.

Prerequisites

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 a Single Select Lookup Auto Lookup icon control:
      1. On the eForm Builder screen, in the Toolbox, open the Advanced Controls Advanced Controls icon tab.
      2. On the Advanced Controls Advanced Controls icon tab, drag a Single Select Lookup Auto Lookup icon form control onto your eForm.
    • Change a Single Select Lookup Auto Lookup icon control:
      1. On your eForm, click the control, and click Edit Edit icon.
  3. On the Single Select Lookup screen, in the Configure tab, click Add Lookup Add Lookup icon.
  4. On the Select Data Source Type screen, select Microsoft Dynamics CRM Microsoft Dynamics CRM icon.
  5. Click Next.
  6. On the Lookup Details screen, select Name/Value.
  7. Click Next.

Quick Config tab

Configures a lookup using the existing data format from your data source.

Figure: Dynamics CRM Lookup Quick Config screen

Dynamics CRM Lookup Quick Config screen

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:

Name
Function:
Specifies the name of an entity field in a key-value pair.
To Open this Field:
  1. On the Configure Lookup screen, in the Entity list, select an entity.
Accepted Values:
The name of your entity field.
Default Value:
None

Value
Function:
Specifies the value for an entity field in a key-value pair.
To Open this Field:
  1. On the Configure Lookup screen, in the Entity list, select an entity.
Accepted Values:
A valid object value.
Default Value:
None

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.

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
  • Contains
  • Does Not Contain
  • Equal
  • Not Equal
  • Begins With
  • Does Not Begin With
  • Ends With
  • Does Not End With
  • Is Null
  • Is Not Null
Default Value:
Like
Limitations:

The Is Null and Is Not Null options are available in these releases:

Delete Filter Delete Filter icon

Function:
Deletes the filter condition.

Manual tab

Configures the WHERE clause for your query.

Screen



Fields

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

Configure Lookup for Database > Name/Value > Error Messages tab

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

Screen



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.