(Example) Store data from an eForm in Data Entities with a Data Entities activity

This section gives procedures to store data from an eForm in Data Entities with a Data Entities activity.

Background and Setup

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

  • Sales Invoice is an application that creates an invoice for the products sold. This app provides a form to enter the details for the invoice. The invoice request is then routed for escalating approvals from the finance manager. Once it is approved, the invoice is routed for the approval of pending disbursement. At each step, e-mail notifications are sent with a link to view of the completed form to the person who initiated the sales invoice request.

Result

When you add the Sales Invoice app from App Store to your Process Builder, and open the process, the process will look like this.


When you complete this example procedure, the finished process will look like this.


Step 1: Add Create Record Data Entity Activity

This step shows how to add Create Record activity from AgilePoint Data Entities tab to the Sales Invoice process to store the data in Data Entity. In this example, the data entered on the eForms stores in the Sales Invoice data entity.

How to Start

  1. On the Application Explorer screen, on the My Application pane, click Sales Invoice > Processes > Sales Invoice > Process Model > Sales Invoice.


Procedure

  1. On the AgilePoint Data Entity AgilePoint Data Entity icon tab drag the Create Record Create Record icon activity onto your process.


  2. On the General Configuration screen, in the Display Name, enter Create Record.


  3. Click Next.
  4. On the Create Record Configuration screen, in the Entity Name list, select SalesInvoice.


  5. In the Request Mapping field, click Schema Mapping Schema Mapping icon.


  6. On the Schema Mapper screen, map the form fields to entity fields.


    Form Fields Entity Fields
    InvoiceNumber SalesInvoiceID
    ShippingandHandlingcharges FreightTerms
    Comment Description
    ComputeTotalInvoiceAmount TotalChargeAmount
    RequesterName Name

How to Get the App

This example is based on the Sales Invoice app from the AgilePoint NX App Store. Use this procedure to get the app.

Prerequisites

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 App Store icon.

    App Store
  2. In CATEGORY section, click Sales.


  3. Click 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.
  7. Publish the Sales Invoice app.

    For more information, refer to Publish a process-based application.