Auto-Lookup > SharePoint > SharePoint Term Set > Name/Value

This topic shows how to create a lookup with SharePoint as the data source and uses a metadata values based on a name/value pair 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 SharePoint.

    Select SharePoint
  3. Click Next.

SharePoint Type

Specifies the type of SharePoint lookup.

Figure: SharePoint Type screen

Salesforce Type screen

Good to Know

Fields

Field NameDefinition

SharePoint Type
Description:
Specifies the type of SharePoint lookup to create.
Allowed 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

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 SharePoint
Function of this Screen:
Configure an access token to connect to SharePoint.
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 > Taxonomy Fields tab

Configures a lookup using the current data format from SharePoint to get metadata values.

Figure: Taxonomy Fields tab

Taxonomy Fields tab

Fields

Field NameDefinition

Configuration Type
Description:
Specifies how selection works for the SharePoint taxonomy.
Allowed 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 Variables:
No

Find Term Sets that Include the following term
Description:
Specifies the name of term set to filter and search.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
Default Value:
None
Accepts 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
Description:
Specifies the SharePoint folder name from the list that has your metadata.
Allowed Values:
A SharePoint folder from the list.
Default Value:
None

Name
Description:
The name of an item, such as a property or attribute in a name/value pair.
Allowed Values:
A valid SharePoint column name.
Default Value:
None

Value
Description:
The value for an item, such as the value for a process data variable in a key-value pair.
Allowed Values:
A valid object value.
Default Value:
None

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.