An entity is a data model component that stores and organizes information. Within many cloud-based services, including AgilePoint NX, an entity is similar in concept and function to a table in a database. Entities let you create a custom data model that is native to the cloud service as an alternative to an external data source
In AgilePoint NX, an entity is similar to a database table. Fields in an entity are similar to columns in a database. AgilePoint NX provides a number of standard entities out of the box. You can also create custom entities.
Third-Party CRM Services
Most CRM services, such as Salesforce or Microsoft Dynamics 365, use entities, or a similar concept, like database tables.
In NetSuite, entities refer only to built-in, or standard, entities. AgilePoint also supports custom-created data categories, which NetSuite calls custom record types.
You can retrieve data from OData entities with an entity set query.
- Process activities for Data Entities
- process activities for MS Dynamics 365
- process activities for NetSuite
- Process activities for Salesforce
- Data Entities
- Data Entities Procedures
- Data Entities Permissions Overview
- Process activities for OData
- Get Entity Sets from OData
- Record Display Names, Record IDs, and Primary Fields in Data Entities
- (Example) Clone an Entity
- (Example) Create a Process-Based App (Modern)
- (Example) Create and Run a Form-Based App with an Existing AgilePoint NX Data Entities (Modern)
- (Example) Create and Run a Form-Based App with AgilePoint NX Data Entities (Classic)
- Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.
Video: Build Your First Data Entity
Video: Know Your Data Entity Designer
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