(Example) Open the Report View for a Completed eForm

Good to Know

• This example uses the Customer Enquiry app from the AgilePoint NX App Store.

  For more information, refer to How to Get the App

How to Start

1. Click Work Center .
2. On the Work Center screen, click My Applications

   
   
   

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

   
   
   

   The Customer Enquiry Request Form opens.

   
   
   

4. Complete the fields on the eForm.

   
   
   

5. Click Submit.

How to Start

1. On the Work Center screen, click Inbox .

   
   
   

2. Click the Processes I Started tab.

   
   
   

Procedure

1. On the Processes I Started tab, click Customer Enquiry > eForms Report View .

   
   
   

   The View form shows the records you submitted in an eForm.

   
   
   

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.

Get the App

1. Click App Store .

   
   
   

2. In the CATEGORY section, click Marketing.

   
   
   

3. Click the Customer Enquiry app.

   
   
   

4. On the Customer Enquiry screen, click Add.

   
   
   

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