Form-Based Application

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

Video: Form-Based App Overview

Examples

Prerequisites

How to Start

  1. Click Build Apps Build Apps icon.

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

    Add App button
  3. On the Application Type screen, click Form-Based Application.

New Application screen

Creates a form-based app.

Figure: New Application screen

New Application screen

Prerequisites

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:

Select Primary Data Source screen

Specifies the main data source for a form-based app.

Figure: Select Primary Data Source screen

Select Primary Data Source screen

Good to Know

  • In a form-based application, you can have only one data source.

    For example, you can use only one AgilePoint NX entity, one Salesforce entity, one database table, or one SharePoint list.

    This is different from a process-based app, where there is no limit on the number of data sources.

Fields

Field Name Definition

SharePoint SharePoint icon
Opens this Screen:
Limitations:
Example:
Refer to:

Database Database icon
Opens this Screen:

Data Entity Data Entity icon
Opens this Screen:
Limitations:
Example:
Refer to:

Salesforce Salesforce icon
Opens this Screen:
Limitations:

Widgets Only Widgets Only icon
Opens this Screen:
Form-Based Application with Widget.
Function of this Screen:
Configures the basic settings for a widget form.
Limitations: