Create an eForm for a Salesforce Form-Based Application

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

1. Click Build Apps .

   
   
   

2. Do one of these:
   • Create a Form-Based Application with a Salesforce Entity.
   • Open a Form-Based Application.
3. On the Application Explorer screen, on the My Application pane, under your form-based application, click App Model & Resources > Forms > New Form.

Procedure

1. In the right pane, double-click your form name.
2. On the eForm Builder screen, on the Data Model pane, drag a entity field onto your eForm.
3. Configure form control as necessary.

   For more information, refer to eForm Controls.