Single Select Lookup > SharePoint

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.
- Single Select Lookup > SharePoint > SharePoint (CAML)
- Single Select Lookup > SharePoint > SharePoint Term Set
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 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.
On the Select Data Source Type screen, select SharePoint.
Click Next.

Specifies the type of SharePoint lookup.

There is more than one path to configure a lookup. Make sure you use the document that shows the path for your lookup.
- Single Select Lookup > SharePoint > SharePoint (CAML)
- Single Select Lookup > SharePoint > SharePoint Term Set

Field Name	Definition
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

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 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 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

Configures a lookup with name/value pairs from SharePoint to get metadata values.

Field Name	Definition
Configuration Type	Function: Specifies how selection works for the SharePoint taxonomy. Accepted Values: Select & Search - The user can search for a term to filter and select. Select - The user can the select the term in the taxonomy. Default Value: Select & Search Accepts Process Data Variables: No
Find Term Sets that Include the following term	Function: Specifies the name of term set to filter and search. Accepted Values: One line of text that can have spaces Default Value: None Accepts Process Data Variables: No
Filter	Function: Filters what SharePoint shows with the specified term.
Clear	Function: Clears the term in the Find Term Sets that include the following term.
Taxonomy	Function: Specifies the SharePoint folder name from the list that has your metadata. Accepted Values: A SharePoint folder from the list. Default Value: None
Taxonomy Fields - Name	Function: Specifies these Taxonomy field names in the selected SharePoint list: TermID TermName TermDescription Accepted Values: Read only. The values show when you complete the List Name field. Accepts Process Data Variables: Yes
Taxonomy Fields - Value	Function: Specifies the value for the list field. Accepted Values: None. When you add a field, this value shows the field name. Set the actual value. Accepts Process Data Variables: Yes

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

Field Name	Definition
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.