Create a Form-Based Application with an AgilePoint NX Data Entity

To create a form-based app that uses an entity in AgilePoint NX Data Entities as its data source, do the procedure in this topic.

Video: Form-Based App Overview

Video: Know Your App Builder IDE

Examples

Prerequisites

Good to Know

  • This procedure topic creates a new form-based application with these components:
    • A Create form where a runtime app user can enter data. This form is the main UI for the application.
    • An Update form where specific users can change the data that was entered on a Create form.
    • A View form that shows a list view of the data from all instances the Create and Update forms for your application.
    • A View form that shows a list view of the data from all instances the Create form that have been recently submitted for your application.
    • A View form that shows a list view of the data from all instances the Update form that have been recently submitted for your application.
  • The form name is based on your primary entity name.

    Format:

    • New [Primary Entity Name]
    • Update [Primary Entity Name]
    • All [Primary Entity Name, Plural]
    • Recently Created [Primary Entity Name, Plural]
    • Recently Modified [Primary Entity Name, Plural]

    Example:

    • New Customer
    • Update Customer
    • All Customers
    • Recently Created Customers
    • Recently Modified Customers
  • By default, the runtime app user can change the form, but you can set the application permissions to configure which AgilePoint NX users can create or update form data.

    For more information, refer to How Do I Use Application Level Permissions?

How to Start

  1. Click Build Apps Build Apps icon.

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

    Add App button

Procedure

  1. On the Application Type screen, select Form Based Application.


  2. Click Next.
  3. On the New Application screen, complete these 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
    Example:
    Refer to:

    Application Description
    Function:
    An optional description for your application.
    Accepted Values:
    More than one line of text.
    Default Value:
    None
    Example:
    Refer to:
  4. Click Next.
  5. On the Select Primary Data Source screen, select Data Entities Data Entities icon.


  6. Click Next.
  7. On the AgilePoint Data Entity Configuration screen, click the Configuration tab.


  8. On the Configuration tab, in the Data Source Name field, enter a custom name for your Data Entities repository.
  9. (Optional) Complete this field as necessary.
    Field Name Definition

    Custom Entities Only
    Function:
    Specifies whether to show only custom entities in the Primary Entity Name list.
    Accepted Values:
    • Selected - Shows only the custom entities in the Primary Entity Name list.
    • Deselected - Shows both standard entities and custom entities in the Primary Entity Name list.
    Default Value:
    Deselected
    Accepts Process Data Variables:
    No
    Example:
    Refer to:
  10. In the Primary Entity Name list, select an entity that you want your form to collect data.
  11. Click the Fields tab.


  12. On the Fields tab, select the fields you want your form to contain.
  13. Click the Related Entity tab.
    Note: The word entity on this screen refers to a container within your data model. For Data Entities or Salesforce, this container is called an entity. For a database, entity refers to a database table. For SharePoint Integration, entity refers to a SharePoint list..


  14. On the Related Entity tab, select the related entities you want your form to contain.
  15. Click Finish.
  16. On the eForm Builder screen, configure your form as necessary.

    For more information, refer to eForm Builder.