New Data Source screen (Salesforce)

Data Source Name

Function:

Specifies a name for your data source.

Accepted Values:

One line of text (a string) with no spaces.

Default Value:

None

Accepts Process Data Variables:

No

Example:

Refer to:

• (Example) Create and Run a Form-Based App with AgilePoint NX Data Entities
• (External) Form Based Apps – SharePoint Data Source

Salesforce

Function:

Specifies the access token that connects to your Salesforce application.

Accepted Values:

A list of access tokens configured for your environment.

Default Value:

None

Accepts Process Data Variables:

No

Example:

Refer to:

• (Example) How to Get the Access Token Credentials from Salesforce

Create

Opens this Screen:

Access Token for Salesforce

Function of this Screen:

Configure an access token to connect to Salesforce.

Example:

Refer to:

• (Example) How to Get the Access Token Credentials from Salesforce

Custom Entities Only

Function:

Specifies whether to show only Salesforce custom entities in the Primary Entity Name list.

Note: The word entity on this screen refers to a container within your data model. For Data Entities or Salesforce, this container is called an entity. For a database, entity refers to a database table. For SharePoint Integration, entity refers to a SharePoint list. For Microsoft Excel, entity refers to an Excel table.

Accepted Values:

• Selected - Shows Salesforce custom entities in the Primary Entity Name list.
• Deselected - Shows all Salesforce entities in the Primary Entity Name list.

Default Value:

Deselected

Accepts Process Data Variables:

No

Primary Entity Name

Function:

Specifies the Salesforce entity from which you want your process to retrieve data.

Note: The word entity on this screen refers to a container within your data model. For Data Entities or Salesforce, this container is called an entity. For a database, entity refers to a database table. For SharePoint Integration, entity refers to a SharePoint list. For Microsoft Excel, entity refers to an Excel table.

Accepted Values:

A Salesforce entity from the list.

Default Value:

None.

When you select the Salesforce access token, the name of the entities show in the Primary Entity Name list.

Accepts Process Data Variables:

No

Save Data In Salesforce

Function:

Saves the application data in AgilePoint Salesforce.

Accepted Values:

• Selected - Saves the data in Salesforce, in addition to the AgilePoint NX workflow database.
• Deselected - Does not save the data in Salesforce.

Default Value:

Selected

Save A Copy Of Data In NX

Function:

Specifies whether to save the data in the AgilePoint NX workflow database.

When you select this field, you can deselect Autosave data in Salesforce field, and save the data only in the workflow database.

Accepted Values:

• Selected - Saves the data in the AgilePoint NX workflow database, in addition to Salesforce.
• Deselected - Saves the data in Salesforce, but not in the AgilePoint NX workflow database.

Default Value:

Deselected

Use Runtime App User Credentials

Function:

Specifies whether to use the credentials for the authenticated runtime app user to submit the form data to Salesforce.

Accepted Values:

• Selected - Uses the credentials of the authenticated runtime app user to submit the form data to Salesforce.

  Only use this option in these conditions:

  • Your organization uses Salesforce authentication for AgilePoint NX.
  • Your runtime app users have permissions to submit data to your Salesforce entity that is associated with the form-based app.
• Deselected - Uses the access token credentials you select in the Salesforce field on the Salesforce Configuration screen > Configuration tab to submit an entity to Salesforce.

Default Value:

Selected

Accepts Process Data Variables:

No

Check box

Function:

Specifies the fields to use in your process.

Accepted Values:

• Selected - Your process contains the field.
• Deselected - The field does not show on your process.

Default Value:

Selected

Display Name

Function:

Shows the fields associated with an entity.

Accepted Values:

Read only.

Data Type

Function:

Shows the data type of a field.

Accepted Values:

Read only.

Lookup Key

Function:

Shows whether the field has a lookup relationship.

Accepted Values:

Read only.

Required

Function:

Specifies whether the field is required.

Accepted Values:

Read only.

Unique

Function:

Shows whether a duplicate value is permitted in the field.

Accepted Values:

Read only.

Check box

Function:

Specifies the related entities to use on your process.

Accepted Values:

• Selected - Your process contains the related entity.
• Deselected - Your process does not use the related entity.

Default Value:

Deselected

Primary Entity Name

Function:

Shows the entity name that you specified on the Salesforce Configuration screen > Configuration tab.

Accepted Values:

Read only.

Primary Entity Key Field

Function:

Shows the entity field that contains the primary field.

Note: The word entity on this screen refers to a container within your data model. For Data Entities or Salesforce, this container is called an entity. For a database, entity refers to a database table. For SharePoint Integration, entity refers to a SharePoint list. For Microsoft Excel, entity refers to an Excel table.

Accepted Values:

Read only.

Related Entity

Function:

Shows the entities that have relationships with the primary entity.

Note: The word entity on this screen refers to a container within your data model. For Data Entities or Salesforce, this container is called an entity. For a database, entity refers to a database table. For SharePoint Integration, entity refers to a SharePoint list. For Microsoft Excel, entity refers to an Excel table.

Accepted Values:

Read only.

Dependent Field

Function:

Shows the dependent field of the related entity.

Accepted Values:

Read only.

Field

Function:

Shows the fields associated with the related entity.