Application Explorer screen

New

Opens this Screen:

• New Application screen - Creates a process-based app.
• Data Model screen - Configures a data model for a process.
• New E-mail Template > Header tab - Specifies recipients, subject, body, and other aspects of an e-mail template.
• Form Details screen - Configures a new human task form.
• New Process Model screen - Creates a new process model.

Rename

Function:

Changes the application name.

Edit

Function:

Changes the selected item.

Delete

Function:

Deletes the selected item.

When you delete an application, or application resource in App Builder, its associated data is also deleted from the workflow database.

For more information, refer to What Data Is Deleted When I Delete an App or Application Resource?.

Preview

Function:

Shows a preview of an eForm.

Version

Opens this Screen:

Version History for Process-Based App

Function of this Screen:

Shows all the versions of the specified application.

Example:

Refer to:

• The videos on this page

Check Out

Function:

Locks the selected item so users cannot change it.

Check In

Function:

Unlocks the selected item so users can change it.

Revert

Function:

Deletes all changes made to the application resource file since the last check in.

For more information, refer to What Data Is Deleted When I Delete an App or Application Resource?.

Validate

Function:

Makes sure an application operates correctly.

Example:

Refer to:

• The videos on this page

Milestone

Opens this Screen:

MileStone screen

Function of this Screen:

Specify a version of the application to set as a milestone

Example:

Refer to:

• The videos on this page

Publish

Function:

Puts an item on the AgilePoint system.

Example:

Refer to:

• The videos on this page

Notify

Opens this Screen:

Notify User screen

Function of this Screen:

Specifies the content of a notification to send users, groups, or roles about the application.

Example:

Refer to:

• The videos on this page

Import

Function:

Uploads an application from your local file system to AgilePoint NX.

The file must be in valid AgilePoint XML format.

When you import an application that already exists in AgilePoint NX, it replaces all application resource files in an application that exists and deletes all files which are not available in an application that you import.

For more information, refer to What Data Is Deleted When I Delete an App or Application Resource?.

Export

Function:

Specifies whether to download the most recently checked in version of an application or a previous version of a published application.

The application saves as .Zip format to your local machine in the folder specified in your browser settings. The exported file contains manifest.xml and related JSON files which give necessary information about the application. You can use this file to import the application from one environment to another.

Limitations:

• Export a previous version of an application requires AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v6.0 SP1 Software Update 2 Hotfix 5 or higher.

Clone App

Opens this Screen:

Clone Application Details screen

Function of this Screen:

Creates a new application clone

Permissions

Opens this Screen:

Application Permissions screen

Function of this Screen:

Configures the access rights for an application.

Example:

Refer to:

• The videos on this page

Anonymous Access

Opens this Screen:

Form-Based Application with Anonymous Access

To Open this Field:

In the My Applications pane, click your form-based application.

Function of this Screen:

Lets you use form-based app with no authentication credentials.

Copy Link

Function:

Gets the link for a widget form.

Home

Function:

Returns to the Application Explorer screen.

Pending Check In

Function:

Shows the list of processes that are not checked in.

Refresh

Function:

Updates the information on the screen.

Collapse All

Function:

Close all folders.

Show All Files

Function:

Shows all files for the Application Explorer.