Auto-Lookup > Microsoft Dynamics 365 > Multiple Columns

This topic shows how to create a lookup with Microsoft Dynamics 365 as the data source based on multiple columns for the Auto-Lookup form control.

Background and Setup

Examples

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 MS Dynamics 365.

    Select MS Dynamics 365
  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

Access Token
Description:
Specifies the access token that connects to your data source.
Allowed Values:
A list of access tokens configured for your environment.
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.

Add New Add New icon
Opens this Screen:
Access Token for Microsoft Dynamics 365
Function of this Screen:
Configure an access token to connect to Microsoft Dynamics 365.
Example:
Refer to:

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:

Select Column - Name
Description:
Specifies the column names for the selected entity.
To Open this Field:
  1. On the Configure Lookup screen, in the Request tab, select the name of the method from the Service Operation list
  2. On the Select All field, click Expand Expand icon.
Allowed Values:
Read only.

The values are completed when you select the entity name.

Select Column - Value
Description:
Specifies the value to update for the column.
To Open this Field:
  1. On the Configure Lookup screen, in the Request tab, select the name of the method from the Service Operation list
  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 more than one condition for the filter.
To Open this Field:
  1. On the Configure Lookup screen, in the Request tab, select the name of the method from the Service Operation list.
Limitations:

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
Limitations:

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
  • Contains
  • Does Not Contain
  • Equal
  • Not Equal
  • Begins with
  • Does Not Begin With
  • Ends With
  • Does Not End With
  • Is Null
  • Is Not Null
Default Value:
Like
Limitations:

The Is Null and Is Not Null options are available in these releases:

Delete Filter Delete Filter icon

Function:
Deletes the filter condition.

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 currently disabled.

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.