Basic Steps to Create and Run a Form-Based Application

Video: Form-Based App Overview

Video: Know Your App Builder IDE

Examples

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

Prerequisites

• AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 or higher.

Good to Know

• This procedure is only for form-based applications that do not use widget forms. To create and run a widget form, refer to Basic Steps to Create and Run a Widget Form.

Procedure

1. Create a form-based application:

   For more information, refer to:

   • Create a Form-Based Application With a Database Table.
   • Create a Form-Based Application with AgilePoint Data Entities.
   • Create a Form-Based Application with a Salesforce Entity.
   • Create a Form-Based Application with a SharePoint List.
2. (Optional) Configure a lookup for a form-based application.
3. Design your form.

   For more information, refer to:

   • Create an eForm for a Database Form-Based Application.
   • Create an eForm for AgilePoint Data Entities Form-Based Application.
   • Create an eForm for a Salesforce Form-Based Application.
   • Create an eForm for a SharePoint Form-Based Application
4. Publish a form-based application to make it available to other users.
5. Create a Record in a Form-Based Application.