Auto-Lookup > AgilePoint NX Data Entities > Multiple Columns

This topic shows how to create a lookup with Data Entities as the data source based on multiple columns for the Auto-Lookup form control.

Background and Setup

Prerequisites

Good to Know

How to Start

  1. On the Auto-Lookup form control configuration screen, on the Configure tab, click Add Lookup.

    For information about how to open this screen, refer to Auto-Lookup form control.


    Click Add Lookup
  2. On the Select Data Source Type screen, select Data Entities.

    Select Data Entities
  3. Click Next.

Lookup Details

Specifies the basic configuration for a lookup.

Figure: Lookup Details screen

Lookup Details screen

Good to Know

Fields

Field NameDefinition

Lookup Name
Description:
Specifies the name you want to give to your lookup procedure.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
Default Value:
None
Accepts Variables:
No
Example:
Refer to:

Lookup Type
Description:
Specifies the type of lookup procedure to do.
Allowed 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:

Configure Lookup > Quick Config tab

Configures a lookup with more than one column from your data source.

Figure: Configure Lookup > Quick Config tab

Quick Config tab

Fields

Field NameDefinition

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

Show Custom Entities
Description:
Specifies whether to show only custom entities in the Select Entity list.
Allowed 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
Description:
Shows the column names for the selected entity.
To Open this Field:
  1. On the Configure Lookup screen, in the Entity list, select an entity.
  2. On the Select All field, click Expand Expand icon.
Allowed Values:
Read only.

The values are completed when you select the entity name.

Columns - Value
Description:
Specifies the value to update for the column.
To Open this Field:
  1. On the Configure Lookup screen, in the Entity list, select an entity.
  2. On the Select All field, click Expand Expand icon.
Allowed Values:
None.

But when you add a column in the list, the value field is populated with the column's name. Set the actual value.

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.

Select Nest Type
Description:
Specifies the AND and OR logical operators to filter the lookup.
To Open this Field:
  1. Click Add Filter Add Filter icon
Allowed Values:
  • AND - Specifies the AND operator.
  • OR - Specifies the OR operator.
Default Value:
And

Column Name
Description:
Specifies the name of the entity column.
To Open this Field:
  1. Click Add Filter Add Filter icon
Allowed Values:
A valid entity column name.
Default Value:
None

Operator
Description:
Specifies the operator to use in the filter.
To Open this Field:
  1. Click Add Filter Add Filter icon
Allowed Values:
  • !=
  • =
  • >
  • <
  • >=
  • <=
  • Like
  • Not Like
  • Contains
  • Does Not Contain
  • Begins With
  • Does Not Begin With
  • Ends With
  • Does Not End With
  • Is Null
  • Is Not Null
Default Value:
=
Limitations:

Filter Condition - Value
Description:
Specifies the value for an entity field to use in filter.
To Open this Field:
  1. Click Add Filter Add Filter icon
Allowed Values:
A process data variable.
Default Value:
None
Accepts Variables:
Yes

Delete Filter Delete Filter icon

Function:
Deletes the filter condition.

Filter Condition - Sort By
Description:
Specifies the name of the column to sequence the query results.
Allowed Values:
The name of your list column.
Default Value:
None

Filter Condition - Sort Order
Description:
Specifies the sort order for the result set.
Allowed Values:
  • Ascending
  • Descending
Default Value:
Ascending

Configure Lookup > Advanced tab

Configures a WHERE clause for your query.

Figure: Configure Lookup > Advanced tab

Advanced tab

Fields

The fields on this tab are disabled. They will be available in a future release.

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

No Items Retrieved
Description:
Specifies the error message to show if the lookup does not return any data.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
Default Value:
None

Lookup Failed
Description:
Specifies the message to show if the data fails to load.
Allowed Values:
More than one line of text.
Default Value:
Failed to load data.