Single Select Lookup > NetSuite > Custom Filter

This topic shows how to create a lookup with NetSuite as a data source that uses a custom filter created in AgilePoint NX for the Single Select Lookup form control.

Background and Setup

Examples

Prerequisites

Good to Know

How to Start

  1. On the Single Select Lookup form control configuration screen, on the Configure tab, click Add Lookup.

    For information about how to open this screen, refer to Single Select 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

NetSuite Filter Type

Good to Know

Fields

Field NameDefinition

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

Fields

Field NameDefinition

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 Name/Value type for the lookup procedure.

The Single Select Lookup form control does not support Multiple Columns lookups. If you select the Multiple Columns, the configuration screen shows Name/Value lookup type.

Accepted Values:
Read only.
Default Value:
Name/Value

Configure Lookup > Request tab

Configures a lookup with the existing data format from your data source.

Figure: Configure Lookup > Request tab

Request tab

Fields

Field NameDefinition

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

Show Custom Entities
Function:
Specifies whether to show only custom entities in the Select Entity list.
Accepted Values:
  • Selected - Shows only custom entities in the Select Entity list.
  • Deselected - Shows only standard entities in the Select Entity list.
Default Value:
Deselected

Columns - Name
Function:
Specifies the name of an entity field in a key-value pair.
To Open this Field:
  1. On the Configure Lookup screen, in the Entity list, select an entity.
Accepted Values:
The name of your entity field.
Default Value:
None

Columns - Value
Function:
Specifies the value for an entity field in a key-value pair.
To Open this Field:
  1. On the Configure Lookup screen, in the Entity list, select an entity.
Accepted Values:
A valid object value.
Default Value:
None

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 configure 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:

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
Field NameDefinition

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

Show Custom Entities
Function:
Specifies whether to show only custom entities in the Select Entity list.
Accepted Values:
  • Selected - Shows only custom entities in the Select Entity list.
  • Deselected - Shows only standard entities in the Select Entity list.
Default Value:
Deselected

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:

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

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 NameDefinition

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

Show Custom Entities
Function:
Specifies whether to show only custom entities in the Select Entity list.
Accepted Values:
  • Selected - Shows only custom entities in the Select Entity list.
  • Deselected - Shows only standard entities in the Select Entity list.
Default Value:
Deselected

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.