(Example) Create and Run a Form-Based Application with AgilePoint NX Data Entities

This example shows how to create and run a form-based app that uses an entity in AgilePoint NX Data Entities as its data source.

Video: Form-Based App Overview

Note: The example shown in the video is not the same as the example shown in the example procedure. The video and the procedure provide 2 different examples to help you get started with AgilePoint NX applications.

Prerequisites

Good to Know

Step 1: Create a Form-Based Application

The first step is to create a form-based app that uses an entity in AgilePoint NX Data Entities as its data source.

How to Start

  1. Click Build Apps Build Apps icon.


Procedure

  1. On the Application Explorer screen, click Add App.


  2. On the Application Type screen, click Form-Based Application.


  3. Click Next.
  4. On the New Application screen, in the Application Name field, enter Customer Request Application.


  5. Click Next.
  6. On the Select Primary Data Source screen, select Data Entity Data Entity icon.


  7. Click Next.
  8. On the AgilePoint Data Entity Configuration screen, in the Data Source Name field, enter CustomerRequestEntity.


  9. In the Primary Entity Name field, select Customer Request.


  10. Click the Fields tab.


  11. On the Fields tab, select these fields:
    • Display Name
    • Customer Id
    • Date Of Birth
    • EmailId
    • First Name
    • Gender
    • Last Name


  12. Click Finish.
  13. On the Information screen, Click OK.


    The eForm Builder opens the Form Settings screen for the Create form, New Customer Request.



Step 2: Create an eForm

Create an eForm in the eForm Builder.

Good to Know

Procedure

  1. On the Form Settings screen, click General tab.


  2. On the General tab, in the Form Title field, enter Customer Details.


  3. To save the changes, click Close Screen Close Screen icon.

    The eForm Builder opens the eForm.



Step 3: Add Form Controls to the eForm

Add form controls to the eForm.

Good to Know

  • In a form-based application, form controls are mapped to fields from the data model in the associated data source. In this example, the form controls are mapped to fields in the associated entity.

Procedure

  1. On the Data Model screen, in the dataSource list, drag the FirstName variable onto your eForm.


  2. Drag the LastName variable onto your eForm.


  3. Drag the Date Of Birth variable onto your eForm.


  4. Drag the Gender variable onto your eForm.


  5. Drag the EmailId variable onto your eForm.


Step 4: Publish the App

Publish the application so users can run it.

Procedure

  1. On the Save quick menu, click Save and Check In Save and Check In icon.


    The eForm Builder closes, and the Application Explorer opens.



  2. On the Application Explorer screen, click the Update Customer Request form.

    Configuration for the Update form is required before you can publish the application. This example uses an Update form that is the same as the Create form. However, you can change it if necessary.



  3. On the Warning screen, click Yes.


  4. On the Save quick menu, click Save and Check In Save and Check In icon.


    The eForm Builder closes, and the Application Explorer opens.



  5. On the Application Explorer screen, click Publish Publish icon.


  6. On the Information screen, click Check In.


  7. On the Check In Pending Changes screen, click Check In.


  8. On the Publish Application screen, click Publish.


  9. On the Information screen, click Close.

    For information about application permissions, refer to Change Application Permissions (App Builder).



    The eForm Builder opens the Application Explorer screen.



Step 5: Start the App

After your application is published, you can run it.

Procedure

  1. On the AgilePoint NX Portal, click Work Center Work Center icon.

    Work Center screen
  2. On the Work Center screen, click My Applications My Applications icon.

    My Application screen
  3. On the My Application screen, click Customer Request Application.

    Customer Request App
  4. The View form shows. This is the screen where users can add or change records in the application.

    Customer Request Form

Step 6: Complete the eForm

Complete the eForm.

Procedure

  1. On the My First Form-Based Application screen, click Add Add icon.


  2. On the Customer Details Form screen, in the First Name field, enter Jane.


  3. In the Last Name field, enter Jackson.


  4. In the Date Of Birth field, select 09/04/1990 from the calendar.


  5. In the Gender field, enter Male.


  6. In the EmailId field, enter jane.jackson@gmail.com.


  7. Click Submit.

    The View form shows. the name you entered in the records list.



Step 7 (Optional): Change the eForm Data

Optionally, you can change the data you entered in the Create form.

Good to Know

  • This step uses the Update form that was configured in the Publish step. In this example, the Update form looks the same as the Create form, but behind the scenes, they are different eForms. You can change the Update form if necessary.

Procedure

  1. Select the record with the value Jane.


  2. Click Edit Edit icon.


  3. In the First Name field, change the value to John.


  4. Click Submit.

    The View form shows the data in the records list with the new value, John.