NetSuite Filter Type

Specifies whether to create a filter in AgilePoint NX , or to use filter in NetSuite to create the lookup.

Figure: NetSuite Filter Type screen

NetSuite Filter Type screen

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 NetSuite NetSuite icon.
  5. Click Next.

Fields

Field Name Definition

Filter Types

Function:
Specifies the type of filter to create a lookup.
Accepted Values:
  • Provide Custom Filter - Creates a lookup with a custom filter created in AgilePoint NX.
  • Use Predefined Filter - Creates a lookup from a filter created in NetSuite.
Default Value:
Provide Custom Filter