Process-Based Application

This topic explains how to create a process-based app.

Video: Create Your First App

Video: Create a New AgilePoint NX App

Examples

Prerequisites

Good to Know

  • When you create a new application, the first version is automatically checked in.

How to Start

  1. Sign in to AgilePoint NX.
  2. Click Build Apps Build Apps icon.

    Build Apps icon
  3. On the Application Explorer screen, click Add App.

    Add App button
  4. On the Application Type screen, click Process-Based Application.

    Add App button
  5. Click Next.

New Application screen

Creates a process-based app.

Figure: New Application screen

New Application screen

Fields

Field Name Definition

Application Name

Function:
Specifies a name for your application.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Example:
Refer to:

Language

Function:
Specifies the language for your application.
Accepted Values:
A language from the list.
Default Value:
None
Accepts Process Data Variables:
No

Application Description

Function:
An optional description for your application.
Accepted Values:
More than one line of text.
Default Value:
None

New Process Model screen

Creates a new process model.

Figure: New Process Model screen

New Process Model screen

Fields

Field Name Definition

Process Model Name

Function:
Specifies a name for your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
Refer to:

Description

Function:
A description for your process.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Process Triggered By

Function:
Specifies what causes the process to start.
Accepted Values:
  • eForms - The process starts when a user submits a form made with eForm
  • External Forms - The process starts when a user submits a form that is made with a form technology other than eForms, such as Java or ASP.NET.
  • Message/Event - The process starts when an e-mail account receives an e-mail, a specified event occurs.
  • System Integration - A specified event happens in an external system, such as Salesforce or a database.
  • Parent Process - The process is the child, or subprocess, to another process.

    If you create a process model in a process-based app that already has a process models, this is the only option.

    The limit of one parent process model in a process-based application was enforced in AgilePoint NX OnPremises v7.0 Software Update 1. In earlier releases, this was a limit according to the license, but the options in this list allowed more than one parent process.

  • SharePoint - A specified event happens in SharePoint. For example, a user creates a list or list item.
  • InfoPath Form Services (SharePoint on-premises) - A specified event happens in SharePoint On Premises. For example, a user submits a form.
  • Salesforce - A specified event happens in Salesforce. For example, a user creates an entity.
Default Value:
eForms
Example:
Refer to:
Limitations:

Number of Swimlanes

Function:
Specifies a number of swimlanes to be added to the Process Builder screen to organize the steps in your process.
Accepted Values:
A number from 0 to 20.
Default Value:
1
Example:
Refer to:

Choose Theme

Opens this Screen:
Choose Process Model Theme
Function of this Screen:
Specifies a process theme.

Swimlanes Orientation

Function:
Specifies the direction for your swimlanes.
Accepted Values:
  • Horizontal - Shows swimlanes from left to right.
  • Vertical - Shows swimlanes from top to bottom.
Default Value:
Horizontal

Next

Opens this Screen:
To Open this Field:
In the Process Triggered By list, select SharePoint, Salesforce or InfoPath Form Services.
Function of this Screen:
Configures SharePoint, Salesforce or InfoPath form services for your process

Choose Process Model Theme screen

Specifies a process theme.

Figure: Choose Process Model Theme screen

Choose Process Model Theme screen

Fields

Field Name Definition

Theme

Function:
Specifies a process theme.
Accepted Values:
Theme 1 to Theme 50
Default Value:
None

Select Primary Data Source

Specifies the main data source for your application or process. You can connect to other data sources with the process or activities.

Figure: Select Primary Data Source screen

Select Primary Data Source screen

Fields

Field Name Definition

Blank Blank icon

Function:
Lets you create a new process-based app.

Database Database icon

Opens this Screen:

Data Entity Data Entity icon

Opens this Screen:
Limitations:

Salesforce Salesforce icon

Opens this Screen:
Limitations:

SharePoint SharePoint icon

Opens this Screen:
Limitations: