Configure Lookup for SharePoint > Taxonomy Name/Value > Taxonomy Fields tab

Configures a lookup using the current data format from SharePoint to get metadata values.

Figure: Taxonomy Fields tab

Taxonomy Fields 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 Term Set Lookup.
  6. On the Lookup Details screen, select Name/Value, 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

Name
Function:
The name of an item, such as a property or attribute in a name/value pair.
Accepted Values:
A valid SharePoint column name.
Default Value:
None

Value
Function:
The value for an item, such as the value for a process data variable in a key-value pair.
Accepted Values:
A valid object value.
Default Value:
None