Query Entity (Dynamics CRM) activity

Display Name

Function:

Specifies the activity name that shows in your process.

Accepted Values:

One line of text that can have spaces.

Default Value:

None

Accepts Process Data Variables:

No

Description

Function:

Specifies an optional description for your activity.

Accepted Values:

More than one line of text.

Default Value:

None

Accepts Process Data Variables:

No

Connection Timeout (Seconds)

Function:

Specifies the number of seconds permitted to complete an action before the connection stops.

Accepted Values:

An integer that represents a number of seconds.

Default Value:

600

Accepts Process Data Variables:

No

Dynamics CRM

Function:

Specifies the access token that connects to your Dynamics CRM application.

Accepted Values:

A list of access tokens configured for your environment.

Default Value:

None

Add Token

Opens this Screen:

New Dynamics CRM Access Token

Function of this Screen:

Configures a new access token for Dynamics CRM.

Entity Name

Function:

Specifies the name for your entity.

Accepted Values:

One line of text that can have spaces.

Default Value:

None

When you select the Dynamics CRM access token, the name of the entity shows in the Entity Name field.

Accepts Process Data Variables:

No

Entity Column Fields

Function:

Shows all the columns for the entity specified in the Entity Name field.

Accepted Values:

The list of columns for your entity.

Default Value:

None

Configured Column Field

Function:

Specifies the entity columns that are required for the query.

Accepted Values:

A list of columns moved from the Entity Column Fields list.

Use the left and right arrow buttons to add and remove columns in this list.

Default Value:

None

Left Arrow

Function:

Moves the selected fields from the Configured Column Fields box to the Entity Column Fields box.

Right Arrow

Function:

Moves the selected fields from the Entity Column Fields box to the Configured Column Fields box.

Dynamics CRM

Function:

Specifies the access token that connects to your Dynamics CRM application.

Accepted Values:

A list of access tokens configured for your environment.

Default Value:

None

Add Token

Opens this Screen:

New Dynamics CRM Access Token

Function of this Screen:

Configures a new access token for Dynamics CRM.

Entity Name

Function:

Specifies the name for your entity.

Accepted Values:

One line of text that can have spaces.

Default Value:

None

When you select the Dynamics CRM access token, the name of the entity shows in the Entity Name field.

Accepts Process Data Variables:

No

Where Clause Code Snippet Box

Function:

Shows the code snippet that is generated for the Where clause when you click Save Query. The Where clause is specified using the conditions and logical operators.

Accepted Values:

A code snippet.

You can change the code in the code snippet box.

Default Value:

A code snippet generated for the Where clause.

Column

Function:

Specifies an entity column to use in your query.

Accepted Values:

A valid entity column shown in the list.

Default Value:

None

When you select the name of the entity, the list of columns shows in Column field.

Comparer

Function:

Specifies the operator to use in your WHERE clause.

Accepted Values:

• Like
• Contains
• DoesNotContain
• Equal
• NotEqual
• BeginsWith
• DoesNotBeginWith
• EndsWith
• DoesNotEndWith

Default Value:

Like

Value

Function:

Specifies the value for the column.

Accepted Values:

A valid column value.

Default Value:

None

Accepts Process Data Variables:

Yes

Save Query

Function:

Saves the code snippet for the Where clause, and shows the code snippet in box.

Dynamics CRM

Function:

Specifies the access token that connects to your Dynamics CRM application.

Accepted Values:

A list of access tokens configured for your environment.

Default Value:

None

Add Token

Opens this Screen:

New Dynamics CRM Access Token

Function of this Screen:

Configures a new access token for Dynamics CRM.

Entity Name

Function:

Specifies the name for your entity.

Accepted Values:

One line of text that can have spaces.

Default Value:

None

When you select the Dynamics CRM access token, the name of the entity shows in the Entity Name field.

Accepts Process Data Variables:

No

Map Response to AgilePoint Schema

Function:

Specifies the connection from the Dynamics CRM API response parameter to your process schema.

Accepted Values:

Click the Ellipses button to open the Schema Mapper screen.

Use this screen to connect the response to the data model for your process.

Default Value:

None

Dynamics CRM

Function:

Specifies the access token that connects to your Dynamics CRM application.

Accepted Values:

A list of access tokens configured for your environment.

Default Value:

None

Add Token

Opens this Screen:

New Dynamics CRM Access Token

Function of this Screen:

Configures a new access token for Dynamics CRM.

Entity Name

Function:

Specifies the name for your entity.

Accepted Values:

One line of text that can have spaces.

Default Value:

None

When you select the Dynamics CRM access token, the name of the entity shows in the Entity Name field.

Accepts Process Data Variables:

No

Execute Query

Function:

Makes sure the query is correct, and shows the necessary error message if an error occurs.

If the query runs successfully, the result shows in the box.