Configure a Lookup for a Form-Based Application

Prerequisites

• AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 or higher.

How to Start

1. On the Application Explorer screen, on the My Application pane, under your form-based application, click App Model & Resources > Forms > View Forms.
2. In the right pane, double-click your form name.
3. Put your cursor over the form control, and the form control toolbar shows.
4. Click Edit Properties .
5. Click the Configure tab.

Procedure

1. On the Configure tab, in the Lookup Source list, select your view form for which to change a lookup.
2. Click Edit Lookup to change a lookup.
   For more information, refer to:

   • Database lookup configuration screens.
   • Salesforce lookup configuration screens.
   • SharePoint lookup configuration screens