Auto-Lookup > Microsoft Dynamics 365 > Multiple Columns

Access Token

Function:

Specifies the access token that connects to your data source.

Accepted Values:

A list of access tokens configured for your environment.

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.

Add New

Opens this Screen:

Access Token for Microsoft Dynamics 365

Function of this Screen:

Configure an access token to connect to Microsoft Dynamics 365.

Example:

Refer to:

• (Example) How to Get the Access Token Credentials from Microsoft Dynamics 365

Lookup Name

Function:

Specifies the name you want to give to your lookup procedure.

Accepted Values:

One line of text that can have spaces.

Default Value:

None

Accepts Process Data Variables:

No

Example:

Refer to:

• (Example) How Do I Configure a Pop-Up Select Control to Bind the Lookup Values to a Data Grid?
• (Example) Configure an Auto-Lookup Form Control with Microsoft Excel

Lookup Type

Function:

Specifies the type of lookup procedure to do.

Accepted Values:

• Name/Value - The lookup gets data for specified name/value pairs.
• Multiple Columns - The lookup gets data for more than one column.

Default Value:

Name/Value

Example:

Refer to:

• (Example) How Do I Configure a Pop-Up Select Control to Bind the Lookup Values to a Data Grid?
• (Example) Configure an Auto-Lookup Form Control with Microsoft Excel

Entity

Function:

Specifies the name for your entity.

Accepted Values:

The name of your entity.

Default Value:

None

Example:

Refer to:

• (Example) How Do I Configure a Pop-Up Select Control to Bind the Lookup Values to a Data Grid?

Select Column - Name

Function:

Specifies the column names for the selected entity.

To Open this Field:

1. On the Configure Lookup screen, in the Request tab, select the name of the method from the Service Operation list
2. On the Select All field, click Expand .

Accepted Values:

Read only.

The values are completed when you select the entity name.

Select Column - Value

Function:

Specifies the value to update for the column.

To Open this Field:

1. On the Configure Lookup screen, in the Request tab, select the name of the method from the Service Operation list
2. On the Select All field, click Expand .

Accepted Values:

None.

But when you add a column in the list, the value field is populated with the column's name. Set the actual value.

Expand

Function:

Shows the field list options.

To Open this Field:

1. On the Configure Lookup screen, in the Entity list, select an entity.

Collapse

Function:

Closes the field list.

To Open this Field:

1. On the Configure Lookup screen, in the Entity list, select an entity.

Add Filter

Function:

Adds more than one condition for the filter.

To Open this Field:

1. On the Configure Lookup screen, in the Request tab, select the name of the method from the Service Operation list.

Limitations:

• AgilePoint NX OnDemand (public cloud), or AgilePoint NX Private Cloud or AgilePoint NX OnPremises v6.0 SP1 Software Update 2 Hotfix 5 or higher.

Select Nest Type

Function:

Specifies the AND and OR logical operators to filter the lookup.

To Open this Field:

1. Click Add Filter

Accepted Values:

• AND - Specifies the AND operator.
• OR - Specifies the OR operator.

Default Value:

And

Limitations:

• AgilePoint NX OnDemand (public cloud), or AgilePoint NX Private Cloud or AgilePoint NX OnPremises v6.0 SP1 Software Update 2 Hotfix 5 or higher.

Column Name

Function:

Specifies the name of the entity column.

To Open this Field:

1. Click Add Filter

Accepted Values:

A valid entity column name.

Default Value:

None

Operator

Function:

Specifies the operator to use in the filter.

To Open this Field:

1. Click Add Filter

Accepted Values:

• Like
• Contains
• Does Not Contain
• Equal
• Not Equal
• Begins With
• Does Not Begin With
• Ends With
• Does Not End With
• Is Null
• Is Not Null

Default Value:

Like

Limitations:

The Is Null and Is Not Null options are available in these releases:

• AgilePoint NX OnDemand (public cloud)
• AgilePoint NX Private Cloud or AgilePoint NX OnPremises v7.0 Software Update 2 or higher

Delete Filter

Function:

Deletes the filter condition.

No Items Retrieved

Function:

Specifies the error message to show if the lookup does not return any data.

Accepted Values:

One line of text that can have spaces.

Default Value:

None

Lookup Failed

Function:

Specifies the message to show if the data fails to load.

Accepted Values:

More than one line of text.

Default Value:

Failed to load data.