Query Records (NetSuite) activity

Display Name

Function:

Specifies the activity name that shows in your process.

Accepted Values:

One line of text that can have spaces.

Default Value:

None

Accepts Process Data Variables:

No

Example:

This is a common configuration field that is used in many examples. Refer to:

• Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description

Function:

Specifies an optional text description for your activity.

Accepted Values:

More than one line of text.

Default Value:

None

Accepts Process Data Variables:

No

Connection Timeout (Seconds)

Function:

Specifies the number of seconds permitted to complete an action before the connection stops.

Accepted Values:

An integer, representing a number of seconds.

Default Value:

600

Accepts Process Data Variables:

No

NetSuite

Function:

Specifies the access token that connects to your NetSuite application.

Accepted Values:

A list of access tokens configured for your environment.

Default Value:

None

Example:

Refer to:

• (Example) How to Get the Access Token Credentials from NetSuite (Token-Based Authentication)

Create

Opens this Screen:

Access Tokens for NetSuite

Function of this Screen:

Configure an access token to connect to NetSuite.

Example:

Refer to:

• (Example) How to Get the Access Token Credentials from NetSuite (Token-Based Authentication)

Entities / Custom Record Types

Function:

Specifies whether to query a record for a standard NetSuite entity, or a record for a custom record type.

Accepted Values:

• Entities - Lets you select a standard NetSuite entity from which to query the records.
• Custom Record Types - Lets you select a custom record type from which to query the records.

Default Value:

Entities

Entity Name

Function:

Specifies the name of an entity from which to retrieve records.

To Open this Field:

1. On the Query Records Configuration screen, select Entities.

Accepted Values:

An entity name from the list.

Default Value:

None.

When you select the NetSuite access token, the name of entities show in the Entity Name field.

Record Type

Function:

Specifies the name of a custom record type from which to get records.

To Open this Field:

1. On the Query Records Configuration screen, click Custom Record Types.

Accepted Values:

A custom record type from the list.

Default Value:

None.

When you select the NetSuite access token, the name of custom record types show in the Record Type field.

Entity Column Fields

Function:

Shows all the columns for the entity specified in the Entity Name field.

Accepted Values:

The list of columns for your entity.

Default Value:

None

Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use 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, or 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?

Configured Column Field

Function:

Specifies the columns from the entity to use in your query.

Accepted Values:

A list of columns moved from the Entity Column Fields list.

Use the left and right arrow buttons to add and remove columns in this list.

Default Value:

None

Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use 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, or 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?

Left Arrow

Function:

Moves the selected fields from the Configured Column Fields box to the Entity Column Fields box.

Right Arrow

Function:

Moves the selected fields from the Entity Column Fields box to the Configured Column Fields box.

Select All

Function:

Selects all the fields.

NetSuite

Function:

Specifies the access token that connects to your NetSuite application.

Accepted Values:

A list of access tokens configured for your environment.

Default Value:

None

Example:

Refer to:

• (Example) How to Get the Access Token Credentials from NetSuite (Token-Based Authentication)

Create

Opens this Screen:

Access Tokens for NetSuite

Function of this Screen:

Configure an access token to connect to NetSuite.

Example:

Refer to:

• (Example) How to Get the Access Token Credentials from NetSuite (Token-Based Authentication)

Entities / Custom Record Types

Function:

Specifies whether to query a record for a standard NetSuite entity, or a record for a custom record type.

Accepted Values:

• Entities - Lets you select a standard NetSuite entity from which to query the records.
• Custom Record Types - Lets you select a custom record type from which to query the records.

Default Value:

Entities

Entity Name

Function:

Specifies the name of an entity from which to retrieve records.

To Open this Field:

1. On the Query Records Configuration screen, select Entities.

Accepted Values:

An entity name from the list.

Default Value:

None.

When you select the NetSuite access token, the name of entities show in the Entity Name field.

Record Type

Function:

Specifies the name of a custom record type from which to get records.

To Open this Field:

1. On the Query Records Configuration screen, click Custom Record Types.

Accepted Values:

A custom record type from the list.

Default Value:

None.

When you select the NetSuite access token, the name of custom record types show in the Record Type field.

Where Clause Code Snippet Box

Function:

Shows the code snippet for the Where clause AgilePoint creates when you click Save Query. The WHERE clause is specified using the conditions and logical operators.

Accepted Values:

A valid SQL code snippet.

You can change the code in the code snippet box.

Default Value:

The SQL code AgilePoint creates for the WHERE clause.

Column

Function:

Specifies an entity column to use in your query.

Accepted Values:

An entity column name from the list.

Default Value:

None.

When you select the name of the entity, the list of columns shows in Column field.

Comparer

Function:

Specifies the operator to use in your WHERE clause.

Accepted Values:

• Like
• Contains
• DoesNotContain
• Equal
• NotEqual
• BeginsWith
• DoesNotBeginWith
• EndsWith
• DoesNotEndWith

Default Value:

Like

Value

Function:

Specifies the value for the column.

Accepted Values:

A valid column value.

Default Value:

None

Accepts Process Data Variables:

Yes

Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use 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, or 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?

Save Query

Function:

Saves the code snippet for the Where clause, and shows the code snippet in box.

NetSuite

Function:

Specifies the access token that connects to your NetSuite application.

Accepted Values:

A list of access tokens configured for your environment.

Default Value:

None

Example:

Refer to:

• (Example) How to Get the Access Token Credentials from NetSuite (Token-Based Authentication)

Create

Opens this Screen:

Access Tokens for NetSuite

Function of this Screen:

Configure an access token to connect to NetSuite.

Example:

Refer to:

• (Example) How to Get the Access Token Credentials from NetSuite (Token-Based Authentication)

Entities / Custom Record Types

Function:

Specifies whether to query a record for a standard NetSuite entity, or a record for a custom record type.

Accepted Values:

• Entities - Lets you select a standard NetSuite entity from which to query the records.
• Custom Record Types - Lets you select a custom record type from which to query the records.

Default Value:

Entities

Entity Name

Function:

Specifies the name of an entity from which to retrieve records.

To Open this Field:

1. On the Query Records Configuration screen, select Entities.

Accepted Values:

An entity name from the list.

Default Value:

None.

When you select the NetSuite access token, the name of entities show in the Entity Name field.

Record Type

Function:

Specifies the name of a custom record type from which to get records.

To Open this Field:

1. On the Query Records Configuration screen, click Custom Record Types.

Accepted Values:

A custom record type from the list.

Default Value:

None.

When you select the NetSuite access token, the name of custom record types show in the Record Type field.

Map Response to AgilePoint Schema

Function:

Specifies the connection from the NetSuite API response parameter to your process schema.

Accepted Values:

Click the Schema Mapping button to open the Schema Mapper screen.

Use this screen to connect the response to the data model for your process.

Default Value:

None

Example:

Refer to:

• (Example) Schema Mapper

NetSuite

Function:

Specifies the access token that connects to your NetSuite application.

Accepted Values:

A list of access tokens configured for your environment.

Default Value:

None

Example:

Refer to:

• (Example) How to Get the Access Token Credentials from NetSuite (Token-Based Authentication)

Create

Opens this Screen:

Access Tokens for NetSuite

Function of this Screen:

Configure an access token to connect to NetSuite.

Example:

Refer to:

• (Example) How to Get the Access Token Credentials from NetSuite (Token-Based Authentication)

Entities / Custom Record Types

Function:

Specifies whether to query a record for a standard NetSuite entity, or a record for a custom record type.

Accepted Values:

• Entities - Lets you select a standard NetSuite entity from which to query the records.
• Custom Record Types - Lets you select a custom record type from which to query the records.

Default Value:

Entities

Entity Name

Function:

Specifies the name of an entity from which to retrieve records.

To Open this Field:

1. On the Query Records Configuration screen, select Entities.

Accepted Values:

An entity name from the list.

Default Value:

None.

When you select the NetSuite access token, the name of entities show in the Entity Name field.

Record Type

Function:

Specifies the name of a custom record type from which to get records.

To Open this Field:

1. On the Query Records Configuration screen, click Custom Record Types.

Accepted Values:

A custom record type from the list.

Default Value:

None.

When you select the NetSuite access token, the name of custom record types show in the Record Type field.

Execute Query

Function:

Makes sure the query is correct, and shows the necessary error message if an error occurs.

If the query runs successfully, the result shows in the box.