(Example) How Can I Map a Repeating Schema Element to Data Population?

Prerequisites

• Create 2 database tables.

  This example shows a table called SalesInvoiceRequest.

  The AccountID column name specified as a primary key. The column names specified in this table are similar to the form fields, except AccountID.

  
  
  

  This example shows a table called Invoice Items.

  The ProductID column name specified as a primary key. The column names specified in this table are similar to the sub form fields, except ProcessID. The ProductID is a primary key so you need to add ProductID in your subform to insert the values.

  
  
  

  The column name Process ID is set as a foreign key constraint.

  
  
  

• Create Data Population database access token.

  For more information, refer to Access tokens for Database.

Good to Know

• This example uses the Sales Invoice app from the AgilePoint NX App Store.

  For more information, refer to How to Get the App

  ​

To configure the ProductID text box form control, do the procedure in this topic.

How to Start

1. Click App Builder.

   
   
   

2. On the App Builder Home screen, click All Apps.

   
   
   

3. On the All Apps screen, on the Sales Invoice app, click Edit .

   
   
   

4. On the App Details screen, hover over the Sales Invoice process model, and click Edit .

   
   
   

Procedure

1. On the Sales Invoice process, in the Sales Invoice Request activity, click Activity Settings > Edit eForm .

   
   
   

2. On the Invoice Items subform, click Design Subform .

   
   
   

3. On the Common Controls tab, drag a Text Box form control onto your eForm.

   
   
   

4. On the Field Setting - Text Box screen, click the General tab.

   
   
   

5. In the Label field, enter ProductID.

   
   
   

6. Click the Configuration tab.

   
   
   

7. On the Configuration tab, select Mandatory.

   
   
   

8. To save the changes, click Close Screen .
9. The Invoice Items subform shows the ProductID text box form control.

   
   
   

10. On the Process Builder screen, click Save .

    
    
    

11. On the Save quick menu, click Save and Check In .

This example shows how to configure data population with Microsoft SQL Server.

Procedure

1. In the Process Builder, click Misc > Data Population .

   
   
   

2. On the Data Population screen, in the Repository list, select Microsoft SQL Server.

   
   
   

3. In the Database list, select DB Token databae access token.

   To create a new access token, click Create . For more information, refer to Access Token for Database..

   
   
   

4. In the Schema Name field, select dbo.

   
   
   

5. Drag InvoiceItems from Table Names to Selected Table Names.
6. Drag SalesInvoiceRequest from Table Names to Selected Table Names.

   
   
   

7. Click Map Data.
8. On the Schema Mapper screen, map the fields to data population.

   
   
   

   Process Data	Database Column Names
   ProcessId	Process_x0020_ID, AccountID
   InvoiceDate	Invoice_x0020_Date
   AccountName	Account_x0020_Name
   ContactPerson	Point_x0020_Of_x0020_Contact
   EmailId	Email_x0020_ID
   Phone	Phone
   CustomerPONumber	Contact_x0020_PO_x0020_Number
   CustomerPODate	Customer_x0020_PO_x0020_Date
   POAmount	PO_x0020_Amount
   InvoiceItems	InvoiceItems
   Product	Product
   Price	Price
   Quantity	Quantity
   TotalPrice	Total_x0020_Price
   ProductID	ProductID
   SubTotal	SubTotal
   PaymentTerms	Payment_x0020_Terms

Prerequisites

• AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 or higher.

Good to Know

• This procedure is optional. It is provided so you can test the example with an out-of-the-box app.
• This is part of the Background and Setup procedures, but many users preferred this step to appear after the example, not before it.

Procedure

1. Click App Store.

   
   
   

2. In the CATEGORY section, click Sales.

   
   
   

3. Click the Sales Invoice app.

   
   
   

4. On the Sales Invoice screen, click Add.

   
   
   

5. On the Trust App screen, click Trust it.
6. Click Return to site.