Create a Form-Based Application with a Database Table

To create a form-based app that uses a database table as its data source, do the procedure in this topic.

Prerequisites

Good to Know

  • This procedure topic creates a new form-based application with these components:
    • A Create form where a form 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 database table name.

    Format:

    • New [Database Table Name]
    • Update [Database Table Name]
    • All [Database Table Name, Plural]
    • Recently Created [Database Table Name, Plural]
    • Recently Modified [Database Table Name, Plural]

    Example:

    • New Customer
    • Update Customer
    • All Customers
    • Recently Created Customers
    • Recently Modified Customers
  • By default, the form 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.


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


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

    Application Description

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


  6. Click Next.
  7. On the Database Configuration screen, click the Configuration tab.


  8. On the Configuration tab, in the Data Source Name field, enter the name for your database repository.
  9. In the Database list, select your database access token.

    To create a new access token, click Add Token Add Token icon. For more information, refer to Access Token for Database.

  10. In the Schema Name list, select a schema associated with the specified database.
  11. In the Primary Entity Name list, select a database table that you want your form to collect data.
  12. Click the Fields tab.


  13. On the Fields tab, select the database columns you want your form to contain.
  14. 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..


  15. On the Related Entity tab, select the related database table to use in your form.
  16. Click Finish.
  17. On the eForm Builder screen, configure your form as necessary.

    For more information, refer to eForm Builder.