Entity screen > Data tab

Puts records in one or more entity fields.

Figure: Entity Data screen

Entity Data screen

Video: Build Your First Custom Entity

Examples

Prerequisites

Good to Know

  • The system supplies values to these standard fields. Therefore, you can not change values to these fields:
    • ID
    • Created Date
    • Last Modified Date
    • Created By
    • Last Modified By

How to Start

  1. On the Entities screen, click an entity.
  2. Click the Data tab.

Fields

Field Name Definition

Navigate To Other Entity Navigate To Other Entity icon
Opens this Screen:
Navigate To Entity screen.
Function of this Screen:
Shows the list of AgilePoint NX entities. You can click the entity names to see or configure the entity.

Search Data Search Data icon
Function:
Does a search for records.

Add Data Add Data icon
Opens this Screen:
Inserts records in the entity fields for the entity.
Example:
Refer to:

Refresh Refresh icon
Function:
Updates the information on the screen.

Clone Entity Clone Entity icon
Opens this Screen:
Clone Entity screen
To Open this Field:
On the right side of the screen, click the Ellipses (...).
Function of this Screen:
Creates a copy of an entity.
Example:
Refer to:

Export Template
Opens this Screen:
Export Template screen.
To Open this Field:
  1. On the right side of the screen, click Ellipses (...).
Function of this Screen:
Downloads an entity template from AgilePoint NX Data Entities to your local machine as an XML file or JSON file.
Example:
Refer to:

Export Data
Opens this Screen:
Export Data screen.
To Open this Field:
  1. On the right side of the screen, click Ellipses (...).
Function of this Screen:
Downloads records from an entity as an XML file or JSON file to your local machine.
Example:
Refer to:

Import Data
Opens this Screen:
Import Data screen.
To Open this Field:
  1. On the right side of the screen, click Ellipses (...).
Function of this Screen:
Uploads a collection of exported records from your local machine, and adds it to an entity in AgilePoint NX Data Entities.
Example:
Refer to:

Actions
Function:
Specifies the type of action to do for the records.
Accepted Values:
  • View/Edit View or Edit icon - View or change the records.
  • Clone Clone icon - Creates a new record that is a copy of an existing record.
  • Delete Delete icon - Deletes the records.
Default Value:
None
Example:
Refer to:

Delete Entity Record Delete Entity Record icon
Function:
Deletes the entity records.

To delete an entity record, you must have Delete Record permission. For more information, refer to Delete Record > Manage Security screen.

To Open this Field:
  1. On the right side of the screen, click the Ellipses (...).
  2. Select the records to delete.