Create an eForm for a Salesforce Form-Based Application
To create an eForm for a form-based app that uses Salesforce, do the procedure in this topic.
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Video: Form-Based App with Salesforce
Prerequisites
- AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 or higher.
How to Start
- Click Build Apps
.
- Do one of these:
- On the Application Explorer screen, on the My Application pane, under your form-based application, click App Model & Resources > Forms > New Form.
Procedure
- In the right pane, double-click your form name.
- On the eForm Builder screen, on the Data Model pane, drag a entity field onto your eForm.
- Configure form control as necessary.
For more information, refer to eForm Controls.