Navigate To Other Entity
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- 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.
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Refresh
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- Function:
- Updates the information on the screen.
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Clone Entity
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- 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:
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Export Entity Model
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- Opens this Screen:
- Export Entity Model screen.
- To Open this Field:
-
- 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:
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Export Data
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- Opens this Screen:
- Export Data screen.
- To Open this Field:
-
- 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:
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Import Data
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- Opens this Screen:
- Import Data screen.
- To Open this Field:
-
- 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:
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Import Fields
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- Opens this Screen:
- Import Fields screen.
- To Open this Field:
-
- 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:
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Sync Analytics
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- 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:
-
- On the right side of the screen, click
Ellipses (...).
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Delete Entity |
- Opens this Screen:
- Type CONFIRM To... screen
- Function of this Screen:
- Deletes your custom entity.
To delete an entity, set Custom Entities Can Be Deleted to Yes on the
Data Entities screen (Settings).
You can not delete a standard entity.
- Example:
- Refer to:
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Edit
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- Function:
- Changes the information for a
custom entity.
- Example:
- Refer to:
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ID |
- Description:
- Shows the ID of an entity.
This ID is created by default.
- Allowed Values:
- Read only.
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Display Name |
- Description:
- Specifies the name that shows for the
custom entity in AgilePoint NX.
- Allowed Values:
- One line of text (a string).
Accepted:
- Default Value:
- None
- Example:
- Refer to:
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Plural Name |
- Description:
- Specifies the name that shows for the
custom entity
when there is more than one. In other words, this is the plural version of the entity name.
- Allowed Values:
- One line of text (a string).
Accepted:
- Default Value:
- None
- Example:
- If entity name is Country,
you may want to use the plural name Countries.
Also refer to:
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Internal Name |
- Description:
- Shows a unique name for the
entity.
- Allowed Values:
- Read only.
- Example:
- Refer to:
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Description |
- Description:
- Specifies an optional text description for your custom entity.
- Allowed Values:
- More than one line of text.
- Default Value:
- None
- Example:
- Refer to:
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Category |
- Description:
- Specifies a category for your
custom entity.
- Allowed Values:
- A category from the list.
- Default Value:
- None
- Example:
- Refer to:
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Owner |
- Description:
- Specifies the name of the user to be an owner of your
custom entity.
- Allowed Values:
- A user name from the list.
- Default Value:
- None
- Limitations:
-
This field
is available in these releases:
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Owner Full Name |
- Description:
- Shows the full name of the user who is the owner of your
custom entity.
- Allowed Values:
- Read only.
- Default Value:
- The full name of the user specified in the Owner field.
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Publish Status |
- Description:
- Specifies whether an entity is ready to use.
- Allowed Values:
-
- On - An entity is ready to use.
- Off - An entity is in draft.
- Default Value:
- Off
- Example:
- Refer to:
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Record Limit |
- Description:
- Specifies the maximum number of
records to get from an
entity.
- Allowed Values:
- An integer.
Range
- Default Value:
- 1000000
- Example:
- Refer to:
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Active |
- Description:
- Specifies whether an entity
can be used by an app.
- Allowed Values:
-
- On - The entity can be used in apps.
- Off - The entity can be viewed or changed in
Data Entities, but it does not
show in the App Builder.
- Default Value:
- On
- Example:
- Refer to:
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Use The Default Event Logging For AgilePoint NX Apps / Create Detailed Audit Logs For This Entity |
- Description:
- Specifies the audit level to track and store events that occur for the
custom entity.
- Allowed Values:
-
- On - Tracks and stores all events that occur on the entity.
- Off - Does not store events for the entity except normal error logging for your app.
- Default Value:
- Off
- Example:
- Refer to:
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Allow Entity Model Import |
- Description:
- Lets which users can import entity model to AgilePoint NX
Data Entities.
- Allowed Values:
-
- Default Value:
- On
- Example:
- Refer to:
- Limitations:
- By default, this field is enabled in these releases:
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Allow Entity Model Export |
- Description:
- Specifies which users can export an entity model.
- Allowed Values:
-
- On - All users who have access can export the entity model.
- Off - Only Administrator
and Entity Owners can export
the entity model.
- Default Value:
- On
- Example:
- Refer to:
- Limitations:
- By default, this field is enabled in these releases:
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Allow Record Export |
- Description:
- Specifies which users can export the
records
from an entity.
- Allowed Values:
-
- Default Value:
- On
- Example:
- Refer to:
- Limitations:
- By default, this field is enabled in these releases:
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Allow Record Import |
- Description:
- Specifies which users can import
records to
an entity.
- Allowed Values:
-
- Default Value:
- On
- Example:
- Refer to:
- Limitations:
- By default, this field is enabled in these releases:
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Enable Analytics |
- Description:
- Specifies whether an entity
can be viewed or used for reports in
Analytics Center.
- Allowed Values:
-
- On - The entity can be viewed or used for reports in Analytics Center.
- Off - The entity cannot be viewed or used for reports in Analytics Center.
- Default Value:
- On
- Limitations:
-
This field
is available in these releases:
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Update |
- Description:
- Saves the values and configuration you entered for the
entity.
- To Open this Field:
-
- On the
Details tab, click Edit .
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Reset |
- Description:
- Deletes the values you entered for the
entity.
- To Open this Field:
-
- On the
Details tab, click Edit .
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Back |
- Description:
- Goes to the previous screen.
- To Open this Field:
-
- On the
Details tab, click Edit .
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