Auto-Lookup > Salesforce > Salesforce (SOQL) > Name/Value

Salesforce Type

Function:

Specifies the type of lookup to create.

Accepted Values:

• Salesforce Lookup - Creates a Salesforce lookup with a SOQL query.
• Salesforce Translation Workbench Lookup - Creates a lookup that uses Translation Workbench to specify languages you want to translate.

Default Value:

Salesforce Lookup

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 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

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?

Name

Function:

The name of an item, such as a property or attribute in a name/value pair.

Accepted Values:

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

Default Value:

None

Value

Function:

The value for an item, such as the value for a process data variable in a key-value pair.

Accepted Values:

A valid object value.

Default Value:

None

Expand

Function:

Shows the field list options.

Collapse

Function:

Closes the field list.

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:

• =
• !=
• >
• <
• >=
• <=
• Is Null
• Is Not Null

Default Value:

=

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 v8.0 Software Update 2 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

Delete Filter

Function:

Deletes the filter condition.

Filter Condition - Sort By

Function:

Specifies the name of the column to sequence the query results.

Accepted Values:

The name of your list column.

Default Value:

None

Filter Condition - Sort Order

Function:

Specifies the sort order for the result set.

Accepted Values:

• Ascending
• Descending

Default Value:

Ascending

Query

Function:

Specifies the WHERE clause for your query with the conditions and logical operators.

Accepted Values:

A valid SQL WHERE clause.

Default Value:

None

Example:

• SELECT [Account Owner] "Name", [Account Number] "Value" FROM Account
• SELECT PositionCode, FirstName, LastName, Email, City, StateCode, ZipCode FROM [appApplicants] WHERE PositionCode = ${PositionCode}

Validate Query

Function:

Does a test to make sure the query is correct, and displays the error message if an error occurs.

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.