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

Specifies how and where CAML query operations are performed in the SharePoint list.

Figure: Query Options tab

Query Options 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 Query Options tab.


Field Name Definition

Site URL

Specifies the URL for your SharePoint site.
Accepted Values:
A valid SharePoint site URL.
Default Value:
Accepts Process Data Variables:

Configuration Mode

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

Row Limit

Specifies the maximum number of rows to get with the CAML query.
Accepted Values:
  • Deselected - Specifies to get 10,000 maximum from the CAML query.
  • Selected - Gets the specified number of records.
Default Value:

Show Mandatory Columns

Specifies that mandatory columns are in the CAML query results.
Accepted Values:
  • Selected - The mandatory columns are in the CAML query results.
  • Deselected - The mandatory columns are not in the CAML query results.
Default Value:

Specify A Folder

Specifies the location of a folder in which to execute the CAML query.
Accepted Values:
  • Selected - The activity runs the CAML query at the folder location.
    • Look in all folders and subfolders - The CAML query is run in all the folders and their subfolders.
    • Specify a folder - The CAML query is run only in the specified folder.
  • Deselected - The activity runs the CAML query in the entire SharePoint database.
Default Value:
Accepts Process Data Variables: