Auto-Lookup > SharePoint > SharePoint (CAML) > Multiple Columns

SharePoint Type

Function:

Specifies the type of SharePoint lookup to create.

Accepted Values:

• SharePoint Lookup - Creates a SharePoint lookup with a CAML query.
• SharePoint Term Set Lookup - Creates a SharePoint lookup that uses metadata values.

Default Value:

SharePoint 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 SharePoint

Function of this Screen:

Configure an access token to connect to SharePoint.

Example:

Refer to:

• (Example) Create a SharePoint Access Token

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

Site URL

Function:

Specifies the URL for your SharePoint site.

Accepted Values:

A valid SharePoint site URL.

Default Value:

None

Accepts Process Data Variables:

Yes

Example:

• http://[machine name]:[port]/sites/[site name]

  Note: You must include the /sites in the Site URL for the site to be created successfully.
• (External) Form Based Apps – SharePoint Data Source

Configuration Mode

Function:

Specifies how to configure the WHERE clause for the lookup.

Accepted Values:

• Quick Configuration - Lets you quickly create a WHERE clause to configure the lookup.
• Advanced - Lets you manually create a WHERE clause to configure the lookup.

  You can select Advanced if you select Multiple Columns in the Lookup Details screen. When you select Advanced, only the CAML Query, Test Query, and Error Messages tabs are available for configuration.

Default Value:

Quick Configuration

List Name

Function:

Specifies the name of your SharePoint list.

Accepted Values:

• The name of your SharePoint list.
• A process data variable.

  You can use Data Model screen to specify a process data variable.

Default Value:

None

Accepts Process Data Variables:

Yes

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

Show All Fields

Function:

Specifies if all the name/value fields show.

Accepted Values:

• Selected - All the name/value fields show.
• Deselected - All the name/value fields do not show.

Default Value:

Deselected

Site URL

Function:

Specifies the URL for your SharePoint site.

Accepted Values:

A valid SharePoint site URL.

Default Value:

None

Accepts Process Data Variables:

Yes

Example:

• http://[machine name]:[port]/sites/[site name]

  Note: You must include the /sites in the Site URL for the site to be created successfully.
• (External) Form Based Apps – SharePoint Data Source

Configuration Mode

Function:

Specifies how to configure the WHERE clause for the lookup.

Accepted Values:

• Quick Configuration - Lets you quickly create a WHERE clause to configure the lookup.
• Advanced - Lets you manually create a WHERE clause to configure the lookup.

  You can select Advanced if you select Multiple Columns in the Lookup Details screen. When you select Advanced, only the CAML Query, Test Query, and Error Messages tabs are available for configuration.

Default Value:

Quick Configuration

List Name

Function:

Specifies the name of your SharePoint list.

Accepted Values:

• The name of your SharePoint list.
• A process data variable.

  You can use Data Model screen to specify a process data variable.

Default Value:

None

Accepts Process Data Variables:

Yes

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

Show All Fields

Function:

Specifies if all the name/value fields show.

Accepted Values:

• Selected - All the name/value fields show.
• Deselected - All the name/value fields do not show.

Default Value:

Deselected

Site URL

Function:

Specifies the URL for your SharePoint site.

Accepted Values:

A valid SharePoint site URL.

Default Value:

None

Accepts Process Data Variables:

Yes

Example:

• http://[machine name]:[port]/sites/[site name]

  Note: You must include the /sites in the Site URL for the site to be created successfully.
• (External) Form Based Apps – SharePoint Data Source

Configuration Mode

Function:

Specifies how to configure the WHERE clause for the lookup.

Accepted Values:

• Quick Configuration - Lets you quickly create a WHERE clause to configure the lookup.
• Advanced - Lets you manually create a WHERE clause to configure the lookup.

  You can select Advanced if you select Multiple Columns in the Lookup Details screen. When you select Advanced, only the CAML Query, Test Query, and Error Messages tabs are available for configuration.

Default Value:

Quick Configuration

Group By - Columns

Function:

Specifies the name of the SharePoint column to group the SharePoint records to get the required result set.

Accepted Values:

The name of your SharePoint list column.

Default Value:

None

Accepts Process Data Variables:

No

Order By - Columns

Function:

Specifies the name of the SharePoint column that organizes the CAML query result set.

Accepted Values:

The name of your SharePoint list column.

Default Value:

None

Accepts Process Data Variables:

No

Sort By

Function:

Specifies the sort order for the result set.

Accepted Values:

• Ascending
• Descending

Default Value:

Ascending

Site URL

Function:

Specifies the URL for your SharePoint site.

Accepted Values:

A valid SharePoint site URL.

Default Value:

None

Accepts Process Data Variables:

Yes

Example:

• http://[machine name]:[port]/sites/[site name]

  Note: You must include the /sites in the Site URL for the site to be created successfully.
• (External) Form Based Apps – SharePoint Data Source

Configuration Mode

Function:

Specifies how to configure the WHERE clause for the lookup.

Accepted Values:

• Quick Configuration - Lets you quickly create a WHERE clause to configure the lookup.
• Advanced - Lets you manually create a WHERE clause to configure the lookup.

  You can select Advanced if you select Multiple Columns in the Lookup Details screen. When you select Advanced, only the CAML Query, Test Query, and Error Messages tabs are available for configuration.

Default Value:

Quick Configuration

Row Limit

Function:

Specifies the maximum number of rows to get with the CAML query.

Accepted Values:

• Deselected - Specifies to get 10,000 maximum from the CAML query.
• Selected - Gets the specified number of records.

Default Value:

Deselected

Show Required Columns

Function:

Specifies that mandatory columns are in the CAML query results.

Accepted Values:

• Selected - The mandatory columns are in the CAML query results.
• Deselected - The mandatory columns are not in the CAML query results.

Default Value:

Deselected

Specify A Folder

Function:

Specifies the location of a folder in which to execute the CAML query.

Accepted Values:

• Selected - The activity runs the CAML query at the folder location.
  • Look in all folders and subfolders - The CAML query is run in all the folders and their subfolders.
  • Specify a folder - The CAML query is run only in the specified folder.
• Deselected - The activity runs the CAML query in the entire SharePoint database.

Default Value:

Selected

Accepts Process Data Variables:

No

Site URL

Function:

Specifies the URL for your SharePoint site.

Accepted Values:

A valid SharePoint site URL.

Default Value:

None

Accepts Process Data Variables:

Yes

Example:

• http://[machine name]:[port]/sites/[site name]

  Note: You must include the /sites in the Site URL for the site to be created successfully.
• (External) Form Based Apps – SharePoint Data Source

Configuration Mode

Function:

Specifies how to configure the WHERE clause for the lookup.

Accepted Values:

• Quick Configuration - Lets you quickly create a WHERE clause to configure the lookup.
• Advanced - Lets you manually create a WHERE clause to configure the lookup.

  You can select Advanced if you select Multiple Columns in the Lookup Details screen. When you select Advanced, only the CAML Query, Test Query, and Error Messages tabs are available for configuration.

Default Value:

Quick Configuration

CAML Query - Code Snippet

Function:

Shows the code snippet the system creates for the CAML WHERE clause.

Accepted Values:

• Read Only - If you select Quick Configuration.
• A valid SQL WHERE clause - If you select Advanced.

Default Value:

None

Site URL

Function:

Specifies the URL for your SharePoint site.

Accepted Values:

A valid SharePoint site URL.

Default Value:

None

Accepts Process Data Variables:

Yes

Example:

• http://[machine name]:[port]/sites/[site name]

  Note: You must include the /sites in the Site URL for the site to be created successfully.
• (External) Form Based Apps – SharePoint Data Source

Configuration Mode

Function:

Specifies how to configure the WHERE clause for the lookup.

Accepted Values:

• Quick Configuration - Lets you quickly create a WHERE clause to configure the lookup.
• Advanced - Lets you manually create a WHERE clause to configure the lookup.

  You can select Advanced if you select Multiple Columns in the Lookup Details screen. When you select Advanced, only the CAML Query, Test Query, and Error Messages tabs are available for configuration.

Default Value:

Quick Configuration

Validate Query

Function:

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

If the query completes, it shows View Formatted Data and View Raw Data options. When you click View Formatted Data, the result shows in a table. If you click View Raw Data, the result shows in XML format.

Test Query

Function:

Shows the result of the CAML query in a table or XML format.

Configure Columns

Opens this Screen:

Configure Lookup > Configure Columns

To Open this Field:

1. On the Configuration Mode field, select Advanced.

Function:

Configures a data type for more than one column to show in your lookup.

Limitations:

This field is available in these releases:

• AgilePoint NX OnDemand (public cloud)
• AgilePoint NX Private Cloud or AgilePoint NX OnPremises v8.0 Software Update 1 or higher

Display Name

Function:

Specifies the name for the column that shows in your lookup.

Accepted Values:

One line of text that can have spaces.

Default Value:

Different for different columns

Data Type

Function:

Specifies the data type for the column.

Accepted Values:

A data type from the list.

Default Value:

None

Format

Function:

Specifies the date format that the column shows.

To Open this Field:

1. In the Data Type field, select Date.

Accepted Values:

• MM/dd/yyyy - Shows the date in the format Month/day/year.
• yyyy/MM/dd - Shows the date in the format year/Month/day.
• yyyy-MM-dd - Shows the date in the format year-Month-day.
• dd-MM-yyyy - Shows the date in the format day-Month-year.
• dd MMM yyyy - Shows the date in the format day Month year.
• MMM dd yyyy - Shows the date in the format Month day year.

Default Value:

None

Example:

• 09/21/1978
• 1978/09/21

Format

Function:

Specifies the date-time format that the column shows.

To Open this Field:

1. In the Data Type field, select DateTime.

Accepted Values:

• MM/dd/yyyy - Shows the date in the format Month/day/year.
• MM/dd/yyyy HH:mm:ss - Shows the date-time in the format Month/day/year hour:minute:second.
• yyyy/MM/dd - Shows the date in the format year/Month/day.
• yyyy-MM-dd HH:mm:ss - Shows the date-time in the format year-Month-day hour:minute:second.
• yyyy-MM-dd - Shows the date in the format year-Month-day.
• dd-MM-yyyy - Shows the date in the format day-Month-year.
• dd-MM-yyyy HH:mm:ss - Shows the date-time in the format day-Month-year hour:minute:second.
• dd MMM yyyy - Shows the date in the format day Month year.
• dd MMM yyyy HH:mm:ss - Shows the date-time in the format day Month year hour:minute:second.
• MMM dd yyyy - Shows the date in the format Month day year.
• MMM dd yyyy HH:mm:ss - Shows the date-time in the format Month day year hour:minute:second.

Default Value:

None

Example:

• 09/21/1978 18:35:50

Collapse All

Function:

Specifies whether to close the Display Name and Data Type fields for all columns on the screen.

Accepted Values:

• On - Closes the Display Name and Data Type fields for all columns.
• Off - By default, the Display Name and Data Type fields stay open for all columns.

Default Value:

Deselected

Reset

Function:

Restores the default display name and data type for the column.

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.