Change a Record in a Form-Based Application

Video: Form-Based App with Salesforce

Examples

• (Example) Create and Run a Form-Based Application with AgilePoint NX Data Entities
• Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Prerequisites

• Publish a form-based application.
• AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 or higher.

Good to Know

• On the My Applications screen, the form name shows as the name for your form-based app.
• By default, the form shows all completed records in the list view.
• You can change the default view for a form-based app.
• The new record you create shows at the top of the list of records.

How to Start

1. Click Work Center .
2. On the Work Center screen, click My Applications .
3. Click your form name.
4. On the record you want to change, click Edit .

Procedure

1. On the your form, enter or change values in the fields.
2. Click Submit.