Entity screen > Data tab

Navigate To Other Entity

Opens this Screen:

Navigate To Entity screen.

Function of this Screen:

Shows the list of AgilePoint NX entities. You can click the entity names to see or configure the entity.

Filters

Opens this Screen:

Filter screen.

Function of this Screen:

Filters the records on the Entity screen > Data tab.

Limitations:

This field is available in these releases:

• AgilePoint NX OnDemand (public cloud)
• AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v8.0 Software Update 2 or higher.

Views List

Function:

Shows the list of views that can be used in Data Entities.

Save View

Opens this Screen:

Save View screen.

Function of this Screen:

Creates a custom view in Data Entities.

Limitations:

This field is available in these releases:

• AgilePoint NX OnDemand (public cloud)
• AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v8.0 Software Update 2 or higher.

Search Data

Function:

Does a search for records.

Add Data

Opens this Screen:

Inserts records in the entity fields for the entity.

Example:

Refer to:

• The videos on this page

Refresh

Function:

Updates the information on the screen.

Clone Entity

Opens this Screen:

Clone Entity screen

To Open this Field:

On the right side of the screen, click the Ellipses (...).

Function of this Screen:

Creates a copy of an entity.

Example:

Refer to:

• The videos on this page

Export Entity Model

Opens this Screen:

Export Entity Model screen.

To Open this Field:

1. On the right side of the screen, click Ellipses (...).

Function of this Screen:

Downloads an entity template from AgilePoint NX Data Entities to your local machine as an XML file, a JSON file, or a Microsoft Excel file.

Example:

Refer to:

• The videos on this page

Export Data

Opens this Screen:

Export Data screen.

To Open this Field:

1. On the right side of the screen, click Ellipses (...).

Function of this Screen:

Downloads records from an entity as an XML file, a JSON file, or a Microsoft Excel file to your local machine.

Example:

Refer to:

• The videos on this page

Import Data

Opens this Screen:

Import Data screen.

To Open this Field:

1. On the right side of the screen, click Ellipses (...).

Function of this Screen:

Uploads a collection of exported records from your local machine, and adds it to an entity in AgilePoint NX Data Entities.

Example:

Refer to:

• The videos on this page

Import Fields

Opens this Screen:

Import Fields screen.

To Open this Field:

1. On the right side of the screen, click Ellipses (...).

Function of this Screen:

Uploads a group of exported entity fields from your local machine, and adds it to an entity in AgilePoint NX Data Entities.

Limitations:

This field is available in these releases:

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

Sync Analytics

Function:

Creates a connection between an entity with the Analytics database where the entity data is updated for reporting and analytics.

To Open this Field:

1. On the right side of the screen, click Ellipses (...).

Actions

Description:

Specifies the type of action to do for the records.

Allowed Values:

• View/Edit - View or change the records.
• Clone - Creates a new record that is a copy of an existing record.
• Delete - Deletes the records.

Default Value:

None

Example:

Refer to:

• The videos on this page

Delete Entity Record

Opens this Screen:

Delete Entity Records screen

To Open this Field:

1. On the right side of the screen, click the Ellipses (...).
2. Select the records to delete.

Function of this Screen:

Deletes the entity records.