Entity Preview screen

Shows a preview of the custom entity to make any changes.

Figure: Entity Preview screen

Import Template screen

Video: Build Your First Data Entity

Prerequisites

Good to Know

  • When you import an entity from a Microsoft Excel file, the column names for the entity are the values of the first row of the first Excel sheet in the workbook.
  • When you import an entity from a Microsoft Excel file, the entity name is the name of the first Excel sheet in the workbook.

How to Start

  1. Click Data Entities.

    Click Data Entities
  2. On the Data Entities Home screen, click Entities.

    Click Entities
  3. On the Entities screen, on the right side of the screen, click Ellipses (...) > Import Template.

    Click Import Template
  4. On the Import Template screen, click the Select A File button, and select the Excel file to import.

    Click Select A File
  5. Click Import.

Fields

Field NameDefinition

Include
Description:
Specifies whether to add the entity fields to the custom entity.
Allowed Values:
  • On - The entity fields are added to the custom entity.
  • Off - The entity fields are not added to the custom entity.
Default Value:
On

Display Name
Description:
Specifies the name that shows for the custom entity in AgilePoint NX.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
Default Value:
The column names specified in the imported Excel file.

Internal Name
Description:
Shows a unique name for the custom entity.
Allowed Values:
Read only.

Field Type
Description:
Specifies the type of data that the entity field contains.
Allowed Values:
  • Sequence Number - Creates a unique, sequential number for each new record of the entity field.
  • Boolean - A value that supports True and False. In a checkbox, usually selected is True, deselected is False.
  • Date - A date. A runtime app user can enter a date or select a date from a calendar.
  • DateTime - A date and time of day. A runtime app user can enter a date or pick a date from a calendar, and enter a time of day. The time of day uses AM or PM notation.
  • Decimal - A numeric value with a specified number of decimal places.
  • Email - One line of text (a string) in email address format.
  • Guid - A GUID.
  • Numeric - A numeric value, up to 18 characters
  • Percentage - A whole number that represents a percentage
  • People Picker - Shows a list of users, groups, or roles
  • Phone - A phone number with up to 20 numbers or special characters.
  • Picklist - Uses a picklist to populate a list of values. A runtime app user can select a value from the list
  • Range - A value that must be no lower than a minimum specified value, and no higher than a maximum specified value
  • Rich Text - Rich text in HTML format. You can set a maximum length, up to 4000 characters.
  • Text - Any combination of letters, numbers, or special characters in a single line of text. You can set a maximum length, up to 4000 characters..
  • Text Area - Any combination of letters, numbers, or special characters, with line breaks, up to 4000 characters.
  • URL - A web site address of up to 4000 characters. When a runtime app user clicks on the field, the URL opens in a separate browser window.
  • Yes/No - A variation on a Boolean field type that allows the values Yes or No. You can use Yes for selected values and No for deselected values.
Default Value:
Shows the data type for each field specifed in the imported Excel file.

Sample Data
Description:
Shows a preview of the records from 1 row of the imported Excel file.
Allowed Values:
Read only.

Include data records while importing entity
Description:
Specifies whether to import all records from the imported Excel file to the custom entity.
Allowed Values:
  • On - The records are imported from the Excel file.
  • Off - The records are not imported from the Excel file.
Default Value:
On

Record Internal Field Type
Description:
Specifies the type of data that is accepted in the Record Display Name field.
Allowed Values:
  • Text - The Select Record Field field accepts a column name from the list. The list shows all column names from the imported Excel file.
  • Auto-Increment - The Record Display Name field accepts one line of text that can have spaces.

    Each time a record is created for the entity, Data Entities creates a value for the Record Display Name field with an automatically incremented integer.

    When a new record is created, these rules apply to the Record Display Name field:

    • The Record Display Name field value for the first record that is created for the entity is 1. Each new record is created with an auto-incremented number — 2, 3, 4, and so on.
    • You can not give a custom value for the Record Display Name field.
    • In eForms that use this entity as a data source, the Record Display Name field is not required.
Default Value:
Text
Example:
For more information, including examples of how this field is used in Data Entities and apps, refer to Record Display Names, Record IDs, and Primary Fields in Data Entities.

Record Display Name
Description:
Specifies the display name for the field that uniquely identifies a record in your entity. This field is similar to a primary key in a database.

A value for this field is required for every record. The type of value this field accepts, and how it is handled in your app, depends on the option you select in the Record Internal Field Type list.

When you create a custom entity, the value for the Record Display Name field is the name that appears in the AgilePoint NX UI to identify the unique, identifying field at design time — for example, in Data Entities or the App Builder. It is a label that describes the type of data that a user or app enters when a record is created at runtime, but this label is not an instance of that data. For example, if you want to use an e-mail address as the Record Display Name, the value for this field should be Email Address, not a literal e-mail address.

To Open this Field:
  1. On the Entity Preview screen, in the Record Internal Field Type, select Auto Increment.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
Default Value:
None
Example:
Email Address

For more information, including examples of how this field is used in Data Entities and apps, refer to Record Display Names, Record IDs, and Primary Fields in Data Entities.

Record Internal Name
Description:
Specifies a unique, technical name for the Record Display Name field.

This is simply a technical identifier for the Record Display Name field. It is not a separate field from Record Display Name. It is a technical label for the same field. AgilePoint recommends you use a value that is similar to the Record Display Name field, only without spaces, so you can easily identify this field.

To Open this Field:
  1. On the Entity Preview screen, in the Record Internal Field Type, select Auto Increment.
Allowed Values:
One line of text (a string).

Not Accepted:

  • Spaces
Default Value:
None
Example:
EmailAddress

For more information, including examples of how this field is used in Data Entities and apps, refer to Record Display Names, Record IDs, and Primary Fields in Data Entities.

Select Record Field
Description:
Specifies a unique column name from the list.

This field shows all column names from the imported Excel file.

To Open this Field:
  1. On the Entity Preview screen, in the Record Internal Field Type, select Text.
Allowed Values:
A column name from the list.
Default Value:
None

Record Description
Description:
Specifies an optional text description for the record.
To Open this Field:
  1. On the Entity Preview screen, in the Record Internal Field Type, select do one of these:
    • Select Text.
    • Select Auto Increment.
Allowed Values:
More than one line of text.
Default Value:
None

Display Name
Description:
Specifies the name that shows for the custom entity in AgilePoint NX.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
Default Value:
The name of the first sheet specified in the imported Excel file.

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:

  • Letters
  • Numbers
  • Spaces
Default Value:
None

Internal Name
Description:
Specifies a unique, technical name for the. custom entity.

When a user clicks this field, the field shows the value specified in the Display Name field with no spaces. This internal name becomes a table name in the database. After the Internal Name is created, it can not be changed.

Allowed Values:
One line of text (a string).

Not Accepted:

  • Spaces
Default Value:
The name specified in the Display Name filed.

Description
Description:
Specifies an optional text description for your custom entity.
Allowed Values:
More than one line of text.
Default Value:
None

Category
Description:
Specifies a category for your custom entity.
Allowed Values:
A category from the list.
Default Value:
None

Publish Status
Description:
Specifies whether an entity is ready to use.
To Open this Field:
  1. On the Entity Preview screen, turn on Show advanced configuration.
Allowed Values:
  • On - An entity is ready to use.
  • Off - An entity is in draft.
Default Value:
On

Record Limit
Description:
Specifies the maximum number of records to get from an entity.
To Open this Field:
  1. On the Entity Preview screen, turn on Show advanced configuration.
Allowed Values:
An integer.

Range

  • 0-1000000
Default Value:
1000000

Active
Description:
Specifies whether an entity can be used by an app.
To Open this Field:
  1. On the Entity Preview screen, turn on Show advanced configuration.
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

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.
To Open this Field:
  1. On the Entity Preview screen, turn on Show advanced configuration.
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

Entity Permission is Disabled / Entity Permission is Enabled
Description:
Specifies who can change the custom entity.
To Open this Field:
  1. On the Entity Preview screen, turn on Show advanced configuration.
Allowed Values:
Default Value:
On

Allow Entity Model Export
Description:
Specifies which users can export an entity model.
To Open this Field:
  1. On the Entity Preview screen, turn on Show advanced configuration.
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

Allow Entity Model Import
Description:
Lets which users can import entity model to AgilePoint NX Data Entities.
To Open this Field:
  1. On the Entity Preview screen, turn on Show advanced configuration.
Allowed Values:
Default Value:
On

Allow Record Export
Description:
Specifies which users can export the records from an entity.
To Open this Field:
  1. On the Entity Preview screen, turn on Show advanced configuration.
Allowed Values:
Default Value:
On

Allow Record Import
Description:
Specifies which users can import records to an entity.
To Open this Field:
  1. On the Entity Preview screen, turn on Show advanced configuration.
Allowed Values:
Default Value:
On

Enable Analytics
Description:
Specifies whether an entity can be viewed or used for reports in Analytics Center.
To Open this Field:
  1. On the Entity Preview screen, turn on Show advanced configuration.
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: