Select Data Source Type screen (Single Select Lookup)

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

Figure: Select Data Source Type screen

Select Data Source Type screen

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.

Fields

Field Name Definition

AgilePoint Data Entities AgilePoint Data Entity icon

Opens this Screen:
Lookup Details for AgilePoint Data Entities
Function of this Screen:
Specifies the name/value type of the lookup procedure for Data Entities.

Blue Prism Blue Prism icon

Opens this Screen:
Lookup Details for Blue Prism
Function of this Screen:
Specifies the name/value type of the lookup procedure for Blue Prism.

Database Database icon

Opens this Screen:
Lookup Details for Database
Function of this Screen:
Specifies the name/value type of the lookup procedure for database.

Microsoft Dynamics CRM Microsoft Dynamics CRM icon

Opens this Screen:
Lookup Details for Microsoft Dynamics CRM
Function of this Screen:
Specifies the name/value type of the lookup procedure for Dynamics CRM.

NetSuite NetSuite icon

Opens this Screen:
Lookup Details for NetSuite
Function of this Screen:
Specifies the name/value type of the lookup procedure for NetSuite.

REST Service REST Service icon

Opens this Screen:
Lookup Details for REST Service
Function of this Screen:
Specifies the name/value type of the lookup procedure for REST.

Salesforce Salesforce icon

Opens this Screen:
Lookup Details for Salesforce
Function of this Screen:
Specifies the name/value type of the lookup procedure for Salesforce.

SAP SAP icon

Opens this Screen:
Lookup Details for SAP
Function of this Screen:
Specifies the name/value type of the lookup procedure for SAP.

SharePoint SharePoint icon

Opens this Screen:
Lookup Details for SharePoint
Function of this Screen:
Specifies the name/value type of the lookup procedure for SharePoint.

WCF Service WCF Service icon

Opens this Screen:
Lookup Details for WCF
Function of this Screen:
Specifies the name/value type of the lookup procedure for WCF.

Web Service Web Service icon

Opens this Screen:
Lookup Details for Web Service
Function of this Screen:
Specifies the name/value type of the lookup procedure for web service.