Single Select Lookup > Microsoft Excel > OneDrive For Business
This topic shows how to create a lookup with a Microsoft Excel file stored in OneDrive for Business as the data source for the Single Select Lookup form control.
Background and Setup
Prerequisites
- Your Microsoft Excel file must be formatted so AgilePoint NX can read it.
For more information, refer to Rules for Using Microsoft Excel Files with AgilePoint NX
- AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v8.0 or higher.
Good to Know
- Your Microsoft Excel file must be permanently stored in a supported
repository. The following rules apply:
- The file name must not change for the Excel file.
- Once the lookup is configured, the Excel file must not move from the configured location.
- The names for any folders or other dependent items, such as SharePoint document libraries, in the path to the Excel file must not change.
- There is more than one path to configure a lookup. Make sure you use the document that shows the path for your lookup.
- Single Select Lookup > Microsoft Excel > Box
- Single Select Lookup > Microsoft Excel > File System
- Single Select Lookup > Microsoft Excel > Google Drive
- Single Select Lookup > Microsoft Excel > OneDrive
- Single Select Lookup > Microsoft Excel > OneDrive For Business
- Single Select Lookup > Microsoft Excel > SharePoint
How to Start
- On the Single Select Lookup form control configuration screen, on the Configure tab,
click Add Lookup.
For information about how to open this screen, refer to Single Select Lookup form control.
- On the Select Data Source Type screen, select Microsoft Excel.
- Click Next.
Lookup Details
Specifies the basic configuration for a lookup.
Fields
Field Name | Definition |
---|---|
Lookup Name |
|
Lookup Type |
|
Choose Document Repository screen
Specifies the repository where your Microsoft Excel file is stored. This section shows the configuration in OneDrive for Business to create a lookup.
Good to Know
- There is more than one path to configure a lookup. Make sure you use the document that shows the path for your lookup.
- Single Select Lookup > Microsoft Excel > Box
- Single Select Lookup > Microsoft Excel > File System
- Single Select Lookup > Microsoft Excel > Google Drive
- Single Select Lookup > Microsoft Excel > OneDrive
- Single Select Lookup > Microsoft Excel > OneDrive For Business
- Single Select Lookup > Microsoft Excel > SharePoint
Fields
Field Name | Definition |
---|---|
Select Document Repository |
|
Configure Lookup > Configure Repository tab
Specifies the location of your Microsoft Excel file in OneDrive for Business.
Fields
Field Name | Definition |
---|---|
Access Token |
|
Add New |
|
Choose File Path |
|
Configure Lookup > Quick Config tab
Configures a lookup with the existing data format from your data source.
Fields
Field Name | Definition |
---|---|
Table |
|
Columns - Name |
|
Columns - Value |
|
Column Name |
|
Operator |
|
Value |
|
Select Nest Type |
|
Delete Filter |
|
Sort By |
|
Sort Order |
|
Configure Lookup > Error Messages tab
Configures the message to show if the lookup does not return any data.
Fields
Field Name | Definition |
---|---|
No Items Retrieved |
|
Lookup Failed |
|