Select Data Source Type screen

Specifies the data source where the form control will do the lookup procedure.

Video: Show Data from a Database on an eForm

Video: Show Data from a REST Service on an eForm

Video: Show Data from a Web Service on an eForm

Video: Show Data from Salesforce on an eForm

Video: Show Data from SharePoint on an eForm

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 .

Fields

Field Name	Definition
AgilePoint Data Entities	Opens this Screen: Lookup Details for AgilePoint Data Entities Function of this Screen: Specifies the name and type or multiple columns of the lookup procedure for Data Entities. Limitations: AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 or higher.
Blue Prism	Opens this Screen: Lookup Details for Blue Prism Function of this Screen: Specifies the name and type or multiple columns of the lookup procedure for Blue Prism. Limitations: AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 Software Update 2 or higher.
Database	Opens this Screen: Lookup Details for Database Function of this Screen: Specifies the name and type or multiple columns of the lookup procedure for a database. Example: Refer to: The videos on this page
Microsoft Dynamics CRM	Opens this Screen: Lookup Details for Dynamics CRM Function of this Screen: Specifies the name and type or multiple columns of the lookup procedure for Dynamics CRM
NetSuite	Opens this Screen: Lookup Details for NetSuite Function of this Screen: Specifies the name and type or multiple columns of the lookup procedure for NetSuite.
REST Service	Opens this Screen: Lookup Details for REST Service Function of this Screen: Specifies the name and type or multiple columns of the lookup procedure for a REST service. Example: Refer to: The videos on this page
Salesforce	Opens this Screen: Lookup Details for Salesforce Function of this Screen: Specifies the name and type or multiple columns of the lookup procedure for Salesforce. Example: Refer to: The videos on this page
SAP	Opens this Screen: Lookup Details for SAP Function of this Screen: Specifies the name and type or multiple columns of the lookup procedure for the SAP database.
SharePoint	Opens this Screen: Lookup Details for SharePoint Function of this Screen: Specifies the name and type or multiple columns of the lookup procedure for SharePoint. Example: Refer to: The videos on this page
WCF Service	Opens this Screen: Lookup Details for WCF Function of this Screen: Specifies the name and type or multiple columns of the lookup procedure for a WCF service.
Web Service	Opens this Screen: Lookup Details for Web Service Function of this Screen: Specifies the name and type or multiple columns of the lookup procedure for a web service Example: Refer to: The videos on this page