Configure Lookup for Salesforce > Salesforce Lookup Name/Value

Configures a lookup with name/value pairs from Salesforce.

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 Salesforce Salesforce icon.
  5. Click Next.
  6. On the Salesforce Type screen, select Salesforce Lookup, and click Next.
  7. On the Lookup Details screen, select Name/Value, and click Next.

Quick Config tab

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

Figure: Quick Config tab

Quick Config tab

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:
The name of an item, such as a property or attribute in a name/value pair.
Accepted Values:
One line of text with no spaces.
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

Expand Expand icon

Function:
Shows the field list options.

Collapse Collapse icon

Function:
Closes the field list.

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:
  • =
  • !=
  • >
  • <
  • >=
  • <=
Default Value:
=

Select Nest Type
Function:
Specifies the AND and OR logical operators to filter the lookup.
To Open this Field:
  1. Click Add Filter Add Filter icon
Accepted Values:
  • AND - Specifies the AND operator.
  • OR - Specifies the OR operator.
Default Value:
And

Delete Filter Delete Filter icon

Function:
Deletes the filter condition.

Filter Condition - Sort By
Function:
Specifies the name of the column to sequence the query results.
Accepted Values:
The name of your list column.
Default Value:
None

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

Manual tab

Configures the WHERE clause for your query.

Figure: Manual tab

Manual tab
Field Name Definition

Query
Function:
Specifies the WHERE clause for your query with the conditions and logical operators.
Accepted Values:
A valid SQL WHERE clause.
Default Value:
None
Example:
SELECT PositionCode, FirstName, LastName, Email, City, StateCode, ZipCode FROM [appApplicants] WHERE PositionCode = ${PositionCode}

Validate Query
Function:
Does a test to make sure the query is correct, and displays the error message if an error occurs.

Error Messages tab

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

Figure: Error Messages tab

Error Messages tab

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.