Microsoft SQL Server

Microsoft SQL Server is a database from Microsoft.

Integrations and Connectors

AgilePoint NX integrates in these ways with Microsoft SQL Server:

  • Activities in Process Builder
  • Lookups in eForm Builder
  • Data source for process-based app
  • Data source for form-based app
  • AgilePoint Databases
  • Automated Actions Based on Database Events (Event Service)
  • Access tokens

Activities in Process Builder

You can use a SQL Server database with the out-of-the-box Database activities to execute actions in process-based apps.

An activity is a functional unit, or task, in a process-based app. Activities that integrate with a third-party system provide access to the API functionality for that system in a simple, point-and-click, form-entry format. This means that you can easily leverage APIs without writing code.

Figure: Process Activities for Database

Process Activities for Database

The following activities are available for databases:

  • Batch Insert
  • Delete Record
  • Insert Record
  • Query Multiple
  • Query Record
  • Stored Procedure
  • Update Record

For more information, refer to the process activities for database in Process Builder.

Lookups in eForm Builder

You can create lookups for SQL Server databases in eForm Builder and form-based apps.

A lookup is an automated procedure that retrieves data from an external data source, such as a database or third-party service, to display runtime. For example, you can use a lookup to populate the options in a list on an eForm.

For more information, refer to Database lookup configuration screens.

Figure: A drop-down list populated from a lookup

A drop-down list populated from a lookup
Figure: Sample lookup configuration screen

Configure Lookup Screen

This image is only one example configuration screen from the Auto-Lookup form control. It does not show all the configuration options, and lookups can be configured and executed in multiple ways. The Auto-Lookup control can perform a lookup for eForms or other controls. However, many other form controls have built-in lookup capabilities — for example, the Drop-Down List form control. For information about how to configure lookups, refer to eForm Controls.

Data Source for Process-Based Apps

You can use SQL Server as a primary data source for your process-based app. A primary data source provides a default data model for your app.

For more information, refer to Process-based application data source.

Figure: Database Configuration > Configuration tab

Database Configuration Configuration tab

Data Source for Form-Based App

You can use a database in SQL Server as a primary data source for your form-based app. A primary data source provides a default data model for your app.

For more information, refer to Form-Based Application with a Database Table.

Figure: Database Configuration > Configuration tab

Database Configuration Configuration tab

AgilePoint Databases

Microsoft SQL server is the data storage mechanism for AgilePoint NX.

Component Database Name (Suggested but Optional) Database Optional for Component? Function

Workflow Database



Stores application data in AgilePoint NX. This is the main AgilePoint NX database.

Data Entities



Stores the data for the Data Entities component in AgilePoint NX.

Portal Master



Stores overall information for all NX Portal tenants.

Portal Tenant



Stores non-workflow data for an AgilePoint portal tenant.

Data Services



An AgilePoint server-side application that stores data you want to track and report in AgilePoint processes

After your installation is complete, if you want to use advanced mode, create a table that is named based on the application, and create the table columns based on the fields from the form. The Primary Key should be the process instance ID (type varchar 50).

Report Center



The database for Report Center data.

Note: The current version of Report Center (sometimes referred to as AgileReports) can only be used by customers who purchased this component before April 1, 2020. This version is no longer available for purchase, including by current and previous purchasers of AgilePoint NX or the Report Center component. AgilePoint plans to release the new version of Report Center in Q3 2020.

Automated Actions Based on Database Events (Event Service)

AgilePoint NX apps can take automated actions when data is added to a SQL Server database. For example, a process-based app can start based a new row added to the specific database table. These actions use the Database Insert event service.

For more information, refer to Add New Event Service Screen > Database Insert Screen.

Access Tokens

You can create access tokens for Microsoft SQL Server.

An access token is a secure object that stores an endpoint (usually a URL) and authentication credentials to connect to a service or technology. Often this is an external or third-party service, like Salesforce or SharePoint, but access tokens can also connect to an AgilePoint NX enviornment, local database, or other types of technologies. Once an access token is created, application designers can simply select and reuse it, rather than entering the credentials each time they are needed.

For more information, refer to Access Token for Database.

Figure: Database Access Token Configuration screen

Database Access Token Configuration screen

Related Topics


Video: Show Data from a Database on an eForm

Microsoft SQL Server Documentation

Use these links to find third-party vendor documentation for Microsoft SQL Server:

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