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DOCUMENTATION (v6.x-7.x)
Current Documentation (v8.0 or Higher)
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  2. Data Entities

    A data storage service native to the AgilePoint NX platform

  3. Data Entities Procedures
  • Data Entities

    A data storage service native to the AgilePoint NX platform

    • Data Entities screens
    • Data Entities Procedures
      • Data Entities Security Overview
      • Record Display Names, Record IDs, and Primary Fields in Data Entities
      • (Example) Create a Custom Entity in Data Entities
      • (Example) Configure a Relationship in Data Entities
      • Create a Custom Entity
      • Change a Custom Entity
      • Delete Custom Entities
      • Create an Entity Field
      • Change an Entity Field
      • Clone an Entity
      • Create a Record in an Entity
      • Change a Record in an Entity
      • Change the Value of One Data Entity Field Based On Another Field
      • Search for an entity
      • Create a Custom Picklist
      • Change the Display Name for Your Custom Picklist
      • Delete Custom Picklists
      • Create an Item for Your Picklist
      • Change an Item for Your Custom Picklist
      • Delete an Item from Your Picklist
      • Clone a Picklist
      • Export a Picklist
      • Export Picklist Items
      • Export Records from an Entity
      • Import a Picklist
      • Export an Entity Template from AgilePoint NX Data Entity
      • Import Records in an Entity
      • Import an Entity Template to AgilePoint NX Data Entity
      • Configure Permissions for Users or Groups for the Entity and Records.

Data Entities Procedures

This section gives procedures for AgilePoint NX Data Entities.

Prerequisites

  • AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 or higher.
  • Data Entities Security Overview
  • Record Display Names, Record IDs, and Primary Fields in Data Entities
  • (Example) Create a Custom Entity in Data Entities
  • (Example) Configure a Relationship in Data Entities
  • Create a Custom Entity
  • Change a Custom Entity
  • Delete Custom Entities
  • Create an Entity Field
  • Change an Entity Field
  • Clone an Entity
  • Create a Record in an Entity
  • Change a Record in an Entity
  • Change the Value of One Data Entity Field Based On Another Field
  • Search for an entity
  • Create a Custom Picklist
  • Change the Display Name for Your Custom Picklist
  • Delete Custom Picklists
  • Create an Item for Your Picklist
  • Change an Item for Your Custom Picklist
  • Delete an Item from Your Picklist
  • Clone a Picklist
  • Export a Picklist
  • Export Picklist Items
  • Export Records from an Entity
  • Import a Picklist
  • Export an Entity Template from AgilePoint NX Data Entity
  • Import Records in an Entity
  • Import an Entity Template to AgilePoint NX Data Entity
  • Configure Permissions for Users or Groups for the Entity and Records.
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  • Prerequisites
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This Page Applies To: AgilePoint NX v6.0, v6.0 SP1, v7.0


Links and navigation for this documment were updated March 1, 2021.

Content for this documment was last updated May 12, 2020.

This is the final planned update to the Product Documentation for versions lower than AgilePoint NX v8.0.

For AgilePoint NX v8.0 or higher, or to get the latest updates, search the Documentation Portal.


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