Lookup Details for SharePoint

Specifies the name and type or multiple columns of the lookup procedure for SharePoint.

Video: Show Data from SharePoint on an eForm

Examples

(Example) Create a SharePoint Access Token

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

On the Application Explorer screen, do one of these:
- Open an eForm.
- Create an eForm in a Process.
Do one of these:
- Add your form control:
  1. On the eForm Builder screen, in the Toolbox, open one of these tabs:
    - Common Controls
    - Advanced Controls
    - Telerik Controls
  2. On your tab, drag one of these controls onto your form:
    - Auto-Suggest
    - List Box
    - Subform
    - Check Box
    - Auto Lookup
    - List View
    - Pop-Up Select
    - Drop-Down List
    - Auto-Suggest
    - Chart
    - Data Grid
    - Drop-Down List
    - Data Grid
    - Multi-Select List Box
- Change your form control:
  1. On your eForm, click the control, and click Edit .
On the Configure tab, click Add Lookup .
On the Select Data Source Type screen, select SharePoint , and click Next.
On the SharePoint Type screen, select SharePoint Lookup or SharePoint Term Set Lookup, and click Next.

Fields

Field Name	Definition
Access Token	Function: Specifies the access token that connects to your data source. Accepted Values: A list of access tokens configured for your environment. Default Value: None Accepts Process Data Variables: No Example: Refer to: (Example) How to Get the Access Token Credentials from Microsoft Dynamics CRM (Example) Configure a Document Transfer activity
Add New	Opens this Screen: Access Token for SharePoint Function of this Screen: Configure an access token to connect to SharePoint. Example: Refer to: (Example) Create a SharePoint Access Token
Lookup Name	Function: Specifies the name you want to give to your lookup procedure. Accepted Values: One line of text that can have spaces. Default Value: None Accepts Process Data Variables: No Example: Refer to: (Example) How Do I Configure a Pop-Up Select Control to Bind the Lookup Values to a Data Grid?
Lookup Type	Function: Specifies the type of lookup procedure to do. Accepted Values: Name/Value - The lookup gets data for specified name/value pairs. Multiple Columns - The lookup gets data for more than one column. Default Value: Name/Value Example: Refer to: (Example) How Do I Configure a Pop-Up Select Control to Bind the Lookup Values to a Data Grid?
Next	Opens this Screen: Configure Lookup for SharePoint > CAML Query Name/Value > View Fields tab - Configures a lookup to create a view from the available fields, or columns, in a SharePoint list. Configure Lookup for SharePoint > CAML Query Name/Value > Where Clause tab - Configures a Where clause to filter the results of a CAML query. 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 Configure Lookup for SharePoint > CAML Query Name/Value > Query Options tab - Specifies how and where CAML query operations are performed in the SharePoint list. Configure Lookup for SharePoint > CAML Query Name/Value > CAML Query tab - Shows the code snippet that is generated from the WHERE clause. Configure Lookup for SharePoint > CAML Query Name/Value > Test Query tab - Makes sure the specified CAML query is correct. Configure Lookup for SharePoint > CAML Query Name/Value > Error Messages tab - Configures the message to show if the lookup does not return any data. Configure Lookup for SharePoint > Taxonomy Name/Value > Taxonomy Fields tab - Configures a lookup using the current data format from SharePoint to get metadata values Configure Lookup for SharePoint > Taxonomy Name/Value > Error Messages tab - Configures the message to show if the lookup does not return any data. Configure Lookup for SharePoint > CAML Query Multiple Columns > View Fields tab - Configures a lookup to create a view from the available fields, or columns, in a SharePoint list. Configure Lookup for SharePoint > CAML Query Multiple Columns > Where Clause tab - Configures a Where clause to filter the results of a CAML query. Configure Lookup for SharePoint > CAML Query Multiple Columns > Grouping tab - Groups SharePoint list data by a specified column name, either in ascending or descending order Configure Lookup for SharePoint > CAML Query Multiple Columns > Query Options tab - Specifies how and where CAML query operations are performed in the SharePoint list. Configure Lookup for SharePoint > CAML Query Multiple Columns > CAML Query tab - Shows the code snippet that is generated from the WHERE clause. Configure Lookup for SharePoint > CAML Query Multiple Columns > Test Query tab - Makes sure the specified CAML query is correct. Configure Lookup for SharePoint > CAML Query Multiple Columns > Error Messages tab - Configures the message to show if the lookup does not return any data. Configure Lookup for SharePoint > Taxonomy Multiple Columns > Taxonomy Fields tab - Configures a lookup with multiple columns from SharePoint to get metadata values Configure Lookup for SharePoint > Taxonomy Multiple Columns > Error Messages tab - Configures the message to show if the lookup does not return any data.