Configure Lookup for SharePoint > CAML Query Name/Value > Grouping tab

Groups SharePoint list data by a specified column name, either in ascending or descending order

Figure: Grouping tab

Grouping 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 SharePoint SharePoint icon, and click Next.
  5. On the SharePoint Type screen, select SharePoint Lookup.
  6. On the Lookup Details screen, select Name/Value, and click Next.
  7. On the Configure Lookup screen, click the Grouping tab.

Fields

Field Name Definition

Site URL
Function:
Specifies the URL for your SharePoint site.
Accepted Values:
A valid SharePoint site URL.
Default Value:
None
Accepts Process Data Variables:
Yes
Example:

Configuration Mode
Function:
Specifies how to configure the WHERE clause for the lookup.
Accepted Values:
  • Quick Configuration - Lets you quickly create a WHERE clause to configure the lookup.
  • Manual Configuration - Lets you manually create a WHERE clause to configure the lookup.

    You can select Manual Configuration if you select Multiple Columns in the Lookup Details for SharePoint screen. When you select Manual Configuration, only the CAML Query, Test Query, and Error Messages tabs are available for configuration.

Default Value:
Quick Configuration

Group By - Columns
Function:
Specifies the name of the SharePoint column to group the SharePoint records to get the required result set.
Accepted Values:
The name of your SharePoint list column.
Default Value:
None
Accepts Process Data Variables:
No

Sort By - Columns
Function:
Specifies the name of the SharePoint column that organizes the CAML query result set.
Accepted Values:
The name of your SharePoint list column.
Default Value:
None
Accepts Process Data Variables:
No

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