Entity screen > Data tab

Puts records in one or more entity fields.

Figure: Entity Data screen

Entity Data screen

Video: Build Your First Data Entity

Examples

Prerequisites

Good to Know

  • The system supplies values to these standard fields. Therefore, you can not change values to these fields:
    • ID
    • Created Date
    • Last Modified Date
    • Created By
    • Last Modified By

How to Start

  1. Click App Builder.

    Build Apps screen
  2. On the App Explorer screen, click Data Entities.

    Click Data Entities Screen
  3. On the Data Entities Home screen, click Entities.

    Click Entities
  4. On the Entities screen, click an entity.

    Entities screen
  5. Click the Data tab.

    Data tab

Fields

Field NameDefinition

Navigate To Other Entity Navigate To Other Entity icon
Opens this Screen:
Navigate To Entity screen.
Function of this Screen:
Shows the list of AgilePoint NX entities. You can click the entity names to see or configure the entity.

Filters
Opens this Screen:
Filter screen.
Function of this Screen:
Filters the records on the Entity screen > Data tab.
Limitations:

This field is available in these releases:

Views List
Function:
Shows the list of views that can be used in Data Entities.

Save View
Opens this Screen:
Save View screen.
Function of this Screen:
Creates a custom view in Data Entities.
Limitations:

This field is available in these releases:

Search Data Search Data icon
Function:
Does a search for records.

Add Data Add Data icon
Opens this Screen:
Inserts records in the entity fields for the entity.
Example:
Refer to:

Refresh Refresh icon
Function:
Updates the information on the screen.

Clone Entity Clone Entity icon
Opens this Screen:
Clone Entity screen
To Open this Field:
On the right side of the screen, click the Ellipses (...).
Function of this Screen:
Creates a copy of an entity.
Example:
Refer to:

Export Entity Model
Opens this Screen:
Export Entity Model screen.
To Open this Field:
  1. On the right side of the screen, click Ellipses (...).
Function of this Screen:
Downloads an entity template from AgilePoint NX Data Entities to your local machine as an XML file, a JSON file, or a Microsoft Excel file.
Example:
Refer to:

Export Data
Opens this Screen:
Export Data screen.
To Open this Field:
  1. On the right side of the screen, click Ellipses (...).
Function of this Screen:
Downloads records from an entity as an XML file, a JSON file, or a Microsoft Excel file to your local machine.
Example:
Refer to:

Import Data
Opens this Screen:
Import Data screen.
To Open this Field:
  1. On the right side of the screen, click Ellipses (...).
Function of this Screen:
Uploads a collection of exported records from your local machine, and adds it to an entity in AgilePoint NX Data Entities.
Example:
Refer to:

Import Fields
Opens this Screen:
Import Fields screen.
To Open this Field:
  1. On the right side of the screen, click Ellipses (...).
Function of this Screen:
Uploads a group of exported entity fields from your local machine, and adds it to an entity in AgilePoint NX Data Entities.
Limitations:

This field is available in these releases:

Sync Analytics
Function:
Creates a connection between an entity with the Analytics database where the entity data is updated for reporting and analytics.
To Open this Field:
  1. On the right side of the screen, click Ellipses (...).

Actions
Function:
Specifies the type of action to do for the records.
Accepted Values:
  • View/Edit View or Edit icon - View or change the records.
  • Clone Clone icon - Creates a new record that is a copy of an existing record.
  • Delete Delete icon - Deletes the records.
Default Value:
None
Example:
Refer to:

Delete Entity Record Delete Entity Record icon
Opens this Screen:
Delete Entity Records screen
To Open this Field:
  1. On the right side of the screen, click the Ellipses (...).
  2. Select the records to delete.
Function of this Screen:
Deletes the entity records.