Microsoft SQL Server

Activities in Process Builder

You can use a SQL Server database with the out-of-the-box Database activities to execute actions in process-based apps.

An activity is a functional unit, or task, in a process-based app. Activities that integrate with a third-party system provide access to the API functionality for that system in a simple, point-and-click, form-entry format. This means that you can easily leverage APIs without writing code.

The following activities are available for databases:

• Batch Insert
• Delete Record
• Insert Record
• Query Multiple
• Query Record
• Stored Procedure
• Update Record

For more information, refer to the process activities for database in Process Builder.

Lookups in eForm Builder

You can create lookups for SQL Server databases in eForm Builder and form-based apps.

A lookup is an automated procedure that retrieves data from an external data source, such as a database or third-party service, to display runtime. For example, you can use a lookup to populate the options in a list on an eForm.

For more information, refer to Database Auto-Lookup configuration.

This image is only one example configuration screen from the Auto-Lookup form control. It does not show all the configuration options, and lookups can be configured and executed in multiple ways. The Auto-Lookup control can perform a lookup for eForms or other controls. However, many other form controls have built-in lookup capabilities — for example, the Drop-Down List form control. For information about how to configure lookups, refer to eForm Controls.

Data Source for Process-Based Apps

You can use SQL Server as a primary data source for your process-based app. A primary data source provides a default data model for your app.

For more information, refer to Process-Based App with Database as the Data Source (Modern).

Data Source for Form-Based App

You can use a database in SQL Server as a primary data source for your form-based app. A primary data source provides a default data model for your app.

For more information, refer to Form-Based App with a Database as the Data Source (Modern).

AgilePoint Databases

Microsoft SQL server is the data storage mechanism for AgilePoint NX.

Automated Actions Based on Database Events (Event Service)

AgilePoint NX apps can take automated actions when data is added to a SQL Server database. For example, a process-based app can start based a new row added to the specific database table. These actions use the Database Insert event service.

For more information, refer to Add New Event Service Screen > Database Insert Screen.

Access Tokens

You can create access tokens for Microsoft SQL Server.

An access token is a secure object that stores an endpoint (usually a URL) and authentication credentials to connect to a service or technology. Often this is an external or third-party service, like Salesforce or SharePoint, but access tokens can also connect to an AgilePoint NX enviornment, local database, or other types of technologies. Once an access token is created, app designers can simply select and reuse it, rather than entering the credentials each time they are needed.

For more information, refer to Access Token for Database.