Auto-Lookup > NetSuite > NetSuite Custom Filter > Multiple Columns

This topic shows how to create a lookup with NetSuite as the data source and uses a custom filter based on multiple columns for the Auto-Lookup form control.

Background and Setup

Examples

Good to Know

How to Start

  1. On the Auto-Lookup form control configuration screen, on the Configure tab, click Add Lookup.

    For information about how to open this screen, refer to Auto-Lookup form control.


    Click Add Lookup
  2. On the Select Data Source Type screen, select NetSuite.

    Select NetSuite
  3. Click Next.

NetSuite Filter Type

Specifies the filter type for the NetSuite lookup.

Figure: NetSuite Filter Type screen

NetSuite Filter Type screen

Good to Know

Fields

Field Name Definition

Filter Types

Function:
Specifies the type of filter to create a lookup.
Accepted Values:
  • Configure Custom Filter - Creates a lookup with a custom filter created in AgilePoint NX.
  • Use Predefined Filter - Creates a lookup from a filter created in NetSuite.
Default Value:
Configure Custom Filter

Lookup Details

Specifies the basic configuration for a lookup.

Figure: Lookup Details screen

Lookup Details screen

Good to Know

Fields

Field Name Definition

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 Add New icon

Opens this Screen:
Access Token for NetSuite
Function of this Screen:
Configure an access token to connect to NetSuite.

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:

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:

Configure Lookup > Request tab

Configures a lookup with more than one column from your data source.

Figure: Configure Lookup > Request tab

Request tab

Fields

Field Name Definition

Entity

Function:
Specifies the name for your entity.
Accepted Values:
The name of your entity.
Default Value:
None
Example:
Refer to:

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 Expand icon.
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 Expand icon.
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 Expand icon

Function:
Shows the field list options.
To Open this Field:
  1. On the Configure Lookup screen, in the Entity list, select an entity.

Collapse Collapse icon

Function:
Closes the field list.
To Open this Field:
  1. On the Configure Lookup screen, in the Entity list, select an entity.

Add Filter Add Filter icon

Function:
Adds a row to give a condition for the filter.
To Open this Field:
  1. On the Configure Lookup screen, in the Entity list, select an entity.

Column Name

Function:
Specifies the name of the entity column.
To Open this Field:
  1. Click Add Filter Add Filter icon
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 Add Filter icon
Accepted Values:
  • Like
  • Contains
  • Does Not Contain
  • Equal
  • Not Equal
  • Begins With
  • Does Not Begin With
Default Value:
Like
Limitations:

Supports for Ends With and Does Not End With options were removed in these releases because NetSuite does not support them:

Select Nest Type

Function:
Specifies the AND and OR logical operators to filter the lookup.
To Open this Field:
  1. Click Add Filter Add Filter icon
Accepted Values:
  • AND - Specifies the AND operator.
  • OR - Specifies the OR operator.
Default Value:
And

Delete Filter Delete Filter icon

Function:
Deletes the filter condition.

Configure Lookup > Response tab

Connects the response data from the NetSuite call to your app.

Figure: Configure Lookup > Response tab

Response tab

Fields

Field Name Definition

Entity

Function:
Specifies the name for your entity.
Accepted Values:
The name of your entity.
Default Value:
None
Example:
Refer to:

Map Response to AgilePoint Schema

Function:
Specifies the connection from the NetSuite API response parameter to your process schema.
Accepted Values:
To open the Schema Mapper screen, click the Ellipses (...) button.

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

Default Value:
None

Store the Response In This Variable

Function:
Specifies the variable that contains the response to a method call. The method must call a web service.
Accepted Values:
A process data variable.
Default Value:
None
Accepts Process Data Variables:
Yes

Configure Lookup > Error Messages tab

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

Figure: Configure Lookup > Error Messages tab

Error Messages tab

Fields

Field Name Definition

Entity

Function:
Specifies the name for your entity.
Accepted Values:
The name of your entity.
Default Value:
None
Example:
Refer to:

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.