Query Multiple Records (Microsoft Dataverse) activity

An activity that retrieves one or more records from a Microsoft Dataverse entity.

Configure the Query Multiple Records activity

To configure the Query Multiple Records activity, do the procedure in this topic.

Examples

(Example) How to Get the Access Token Credentials from Microsoft Dataverse

Prerequisites

AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v8.0 or higher.

Good to Know

To send an email notification, click Advanced > Email Notifications .
For more information, refer to Email Notifications screen (Process Activities).
In most text fields, you can use process data variables as an alternative to literal data values.
You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?
This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
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?

How to Start

Open Process Builder.
For information about how to open this screen, refer to Process Builder.
In Process Builder, in the Activity Library, open the Microsoft Dataverse tab.
On the Microsoft Dataverse tab, drag the Query Multiple Records activity onto your process.

General Configuration

Specifies the basic settings for the Query Multiple Records activity.

Good to Know

Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

Fields

Field Name	Definition
Display Name	Description: Specifies the activity name that shows in your process. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Default Value: None Accepts 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.
Description	Description: Specifies an optional text description for your activity. Allowed Values: More than one line of text. Default Value: None Accepts Variables: No

Field Name

Definition

Display Name

Description:

Specifies the activity name that shows in your process.

Allowed Values:

One line of text (a string).

Accepted:

Letters
Numbers
Spaces

Default Value:

None

Accepts Variables:

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.

Description

Description:: Specifies an optional text description for your activity.
Allowed Values:: More than one line of text.
Default Value:: None
Accepts Variables:: No

Query Multiple Records Configuration > Filter Options tab

Specifies a filter condition to retrieve one or more records from a Microsoft Dataverse entity.

Fields

Field Name	Definition
Microsoft Dataverse	Description: Specifies the access token that connects to your Microsoft Dataverse. Allowed Values: A list of access tokens configured for your environment. Default Value: None Example: Refer to: (Example) How to Get the Access Token Credentials from Microsoft Dataverse
Create	Opens this Screen: Access Token for Microsoft Dataverse Function of this Screen: Configure an access token to connect to Microsoft Dataverse. Example: Refer to: (Example) How to Get the Access Token Credentials from Microsoft Dataverse
Entity	Description: Specifies the name of an entity from which to retrieve records. Allowed Values: An entity name from the list. When you select the access token from the Microsoft Dataverse field, this field shows the entity names associated with the access token. Default Value: None Limitations: 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?
Configuration	Description: Specifies the type of configuration. Allowed Values: Quick Config - Configures the conditions to use in your query to filter records. Manual Query - Specifies the query string to filter the records. Default Value: Quick Config
Code Snippet	Description: Shows the SQL code snippet that is created when you configure the filter condition for your query. Allowed Values: Read only. Default Value: None
Create	Opens this Screen: Query Multiple Records Configuration > Create Conditions Function of this Screen: Configures the condition to use in your query to filter records.
Edit	Function: Lets you change the query.
Query String Parameter	Description: Specifies the query string to retrieve one or more records from a Microsoft Dataverse entity. To Open this Field: Click Manual Query. Allowed Values: One line of text (a string). Accepted: Letters Numbers Special characters Not Accepted: Spaces Default Value: None Accepts Variables: Yes Limitations: 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?

Query Multiple Records Configuration > Create Conditions

Configures the condition to use in your query to filter records.

Fields

Field Name	Definition
Add expression	Function: Creates a condition row.
Add group	Function: Creates a new conditional expression group.
Delete	Function: Deletes the condition row.
Select Nest Type	Function: Specifies the use of logical AND and OR operators to nest conditions to filter the record. You must set the condition first, before you specify the nest type. Allowed Values: And - Specifies the logical AND operator. Or - Specifies the logical OR operator. Default Value: Or
Column	Description: Specifies an entity column to use in your query. Allowed Values: An entity column name from the list. Default Value: None. When you select the name of the entity, the list of columns shows in Column field.
Comparer	Description: Specifies the operator to use in your query. Allowed Values: = > >= < <= != Contains DoesNotContain EndsWith StartsWith Default Value: =
Value	Description: Specifies the value for the column. Allowed Values: A valid column value. Default Value: None Accepts Variables: Yes Limitations: 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?
Data Type	Description: Specifies the data type for your column. Allowed Values: String Number Boolean Default Value: String
Back	Function: Saves the rule and goes back to the activity configuration screen.

Query Multiple Records Configuration > Response tab

Specifies how to store the information about one or more records in a process data variable.

Fields

Field Name	Definition
Microsoft Dataverse	Description: Specifies the access token that connects to your Microsoft Dataverse. Allowed Values: A list of access tokens configured for your environment. Default Value: None Example: Refer to: (Example) How to Get the Access Token Credentials from Microsoft Dataverse
Create	Opens this Screen: Access Token for Microsoft Dataverse Function of this Screen: Configure an access token to connect to Microsoft Dataverse. Example: Refer to: (Example) How to Get the Access Token Credentials from Microsoft Dataverse
Entity	Description: Specifies the name of an entity from which to retrieve records. Allowed Values: An entity name from the list. When you select the access token from the Microsoft Dataverse field, this field shows the entity names associated with the access token. Default Value: None Limitations: 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?
Store the Response in This Variable / Map Response to Application Schema	Description: Specifies where to store the response from Microsoft Dataverse. Allowed Values: Store the Response in This Variable – Select this option if you expect Commom Data Service to return only one data item. In the text field, specify a variable to store the data Commom Data Service returns. Map Response to Application Schema – Select this option if you expect Commom Data Service to return more than one data item. Click the Schema Mapping button to open the Schema Mapper. Use this screen to connect the response to the data model for your process. Default Value: Map Response to Application Schema Accepts Variables: If you select Store the Response in This Variable, you must enter a variable. If you select Map Response to Application Schema, this does not apply. Limitations: 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?