New Entity screen

Creates a custom entity.

Figure: New Entity screen

New Entity screen

Video: Build Your First Data Entity

Examples

Prerequisites

Good to Know

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, click Add Entity.

    Click Add Entity

Fields

Field NameDefinition

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:
None
Example:
Refer to:

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
Example:
If entity name is Country, you may want to use the plural name Countries.

Also refer to:

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:
None
Example:
Refer to:

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:

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

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.

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.

Also refer to:

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.

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.

Also refer to:

Record Internal Field Type
Description:
Specifies the type of data that is accepted in the Record Display Name field.
Allowed Values:
  • Text - The Record Display Name field accepts one line of letters and numbers that can not have spaces.

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

    • Each value entered for the Record Display Name field must be unique.
    • Values can be entered in the Record Display Name field through manual user entry (like in a form control form control on an eForm) or with variables that pass data from elsewhere in the app or an external data source.
    • The value for the Record Display Name field can not be auto-populated by Data Entities.
  • Auto-Increment - 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

Also refer to:

Record Description
Description:
Specifies an optional text description for the record.
Allowed Values:
More than one line of text.
Default Value:
None
Example:
Refer to:

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:

Record Limit
Description:
Specifies the maximum number of records to get from an entity.
Allowed Values:
An integer.

Range

  • 0-1000000
Default Value:
1000000
Example:
Refer to:

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:

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:

Entity Permission is Disabled / Entity Permission is Enabled
Description:
Specifies who can change the custom entity.
Allowed Values:
Default Value:
Entity Permission is Disabled
Example:
Refer to:

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:

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:

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:

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:

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:

Create Entity
Opens this Screen:
Creates a custom entity in Data Entities.