Auto-Lookup > NetSuite > NetSuite Predefined Filter

Background and Setup

There is more than one path to configure a lookup. Make sure you use the document that shows the path for your lookup.
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?

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.
On the Select Data Source Type screen, select NetSuite.
Click Next.

Specifies the filter type for the NetSuite lookup.

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

Specifies the basic configuration for a lookup.

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	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: (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

Configures a lookup with a filter from NetSuite.

Field Name	Definition
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?
Predefined Filter	Function: Specifies the name of a filter that exists in NetSuite. Accepted Values: The name of a predefined filter in NetSuite. Default Value: None
Name	Function: The name of an item, such as a property or attribute in a name/value pair. To Open this Field: On the Configure Lookup screen, in the Request tab, select the name of the method from the Service Operation list. Accepted Values: The name of your entity field. Default Value: None
Value	Function: The value for an item, such as the value for a process data variable in a key-value pair. To Open this Field: On the Configure Lookup screen, in the Request tab, select the name of the method from the Service Operation list. Accepted Values: A valid object value. Default Value: None

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

Field Name	Definition
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?
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, click the Ellipses (...) button. Use this screen to connect the response to the data model for your process. Default Value: None Example: Refer to: (Example) Schema Mapper
Store the Response In This Variable	Function: Specifies the variable that stores 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

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

Field Name	Definition
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?
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.