Add an App

Before you start creating an AgilePoint NX app, you must make several decisions. Depending upon the decisions you make, you may need to create some files or gather some information before you get started.

1. Do you want to create a process-based app, or a form-based app?

   Before you start, it is a good idea to understand the detailed requirements for your app.

2. If you are creating a process-based app, do you want GenAI to create the process, or do you want to create the process yourself?
3. If you want GenAI to create your process, what method do you want to use?

   These are the options:

   • Use an image file as the template.

     For this option you will need an image file that depicts your process.

   • Use a PDF file as the template.

     For this option you will need a PDF file that depicts your process.

   • Enter a prompt.

     To increase the accuracy, it is recommended that you craft your prompt in advance. Be as specific as possible.

4. Do you want GenAI to create the form for your app, or do you want to create the form yourself?
5. If you want GenAI to create your form, what method do you want to use?
   • Use a data source as a model.

     The following options are available:

     • An entity in Data Entities.

       For this option you will need an entity in Data Entities that includes the data fields you want to use on your form.

     • A database table

       For this option you will need a database table that includes columns corresponding to fields you want for your form.

     • A Microsoft Excel table.

       For this option you will need an Excel file formatted as table that includes columns corresponding to fields you want for your form.

     • An entity in Salesforce,

       For this option you will need an entity in Salesforce that includes the data fields you want to use on your form.

     • A SharePoint list.

       For this option you will need a SharePoint list that includes columns corresponding to fields you want for your form.

   • Use a Microsoft Excel file as the template.
   • Use an image file as the template.
   • Use a PDF file as the template.
   • Enter a prompt.
6. If you want GenAI to create your form based on a data source, or you want to create the form yourself, what data source do you want to use for your form?

   The following options are available:

   • An entity in Data Entities.

     For this option you will need an entity in Data Entities that includes the data fields you want to use on your form.

   • A database table

     For this option you will need a database table that includes columns corresponding to fields you want for your form.

   • A Microsoft Excel table.

     For this option you will need an Excel file formatted as table that includes columns corresponding to fields you want for your form.

   • An entity in Salesforce,

     For this option you will need an entity in Salesforce that includes the data fields you want to use on your form.

   • A SharePoint list.

     For this option you will need a SharePoint list that includes columns corresponding to fields you want for your form.

7. Do you want to use an image or PDF file to specify the layout for your form?

   For this option you will need an image or PDF file that depicts your form layout.

8. Do you want to add any CSS files, JavaScript files, image files, document repositories, or other resources to your app?

   For this option you will need the CSS files, JavaScript files, and other resources ready to upload, configure, or connect.

9. If you are creating a form-based app, do you want to turn on notifications?
10. What permission groups do you want to add to your app?

    If your organization uses permission groups, it is recommended to know the minimum permission groups required for your app before you start building it. You can always change these later, but you need to at least identify the App Owners and the minimum App Designers.

Process-Based App, No GenAI, Data Entities Data Source

Use this path if you selected the following options:

• Create a process-based app.
• Create the process yourself.
• Create the form yourself.
• Use Data Entities as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure Your Form (Create a Form Myself, Data Entities)
4. Configure Additional Settings and Resources for Your App
5. Configure Permission Groups for Your App

Process-Based App, No GenAI, Database Data Source

Use this path if you selected the following options:

• Create a process-based app.
• Create the process yourself.
• Create the form yourself.
• Use a database table as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure Your Form (Create a Form Myself, Database)
4. Configure Additional Settings and Resources for Your App
5. Configure Permission Groups for Your App

Process-Based App, No GenAI, Microsoft Excel Data Source

Use this path if you selected the following options:

• Create a process-based app.
• Create the process yourself.
• Create the form yourself.
• Use a Microsoft Excel file as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure Your Form (Create a Form Myself, Microsoft Excel)
4. Configure Additional Settings and Resources for Your App
5. Configure Permission Groups for Your App

Process-Based App, No GenAI, Salesforce Data Source

Use this path if you selected the following options:

• Create a process-based app.
• Create the process yourself.
• Create the form yourself.
• Use Salesforce as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure Your Form (Create a Form Myself, Salesforce)
4. Configure Additional Settings and Resources for Your App
5. Configure Permission Groups for Your App

Process-Based App, No GenAI, SharePoint Data Source

Use this path if you selected the following options:

• Create a process-based app.
• Create the process yourself.
• Create the form yourself.
• Use SharePoint as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure Your Form (Create a Form Myself, SharePoint)
4. Configure Additional Settings and Resources for Your App
5. Configure Permission Groups for Your App

Process-Based App, No GenAI Process, GenAI Form, Data Entities Data Source

Use this path if you selected the following options:

• Create a process-based app.
• Create the process yourself.
• Use GenAI to generate the form based on a data source.
• Use Data Entities as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure Your Form (Auto-Generate Form Based On A Data Source, Data Entities)
4. Configure Additional Settings and Resources for Your App
5. Configure Permission Groups for Your App

Process-Based App, No GenAI Process, GenAI Form, Database Data Source

Use this path if you selected the following options:

• Create a process-based app.
• Create the process yourself.
• Use GenAI to generate the form based on a data source.
• Use a database table as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure Your Form (Auto-Generate Form Based On A Data Source, Database)
4. Configure Additional Settings and Resources for Your App
5. Configure Permission Groups for Your App

Process-Based App, No GenAI Process, GenAI Form, Microsoft Excel Data Source

Use this path if you selected the following options:

• Create a process-based app.
• Create the process yourself.
• Use GenAI to generate the form based on a data source.
• Use a Microsoft Excel file as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure Your Form (Auto-Generate Form Based On A Data Source, Microsoft Excel)
4. Configure Additional Settings and Resources for Your App
5. Configure Permission Groups for Your App

Process-Based App, No GenAI Process, GenAI Form, Salesforce Data Source

Use this path if you selected the following options:

• Create a process-based app.
• Create the process yourself.
• Use GenAI to generate the form based on a data source.
• Use Salesforce as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure Your Form (Auto-Generate Form Based On A Data Source, Salesforce)
4. Configure Additional Settings and Resources for Your App
5. Configure Permission Groups for Your App

Process-Based App, No GenAI Process, GenAI Form, SharePoint Data Source

Use this path if you selected the following options:

• Create a process-based app.
• Create the process yourself.
• Use GenAI to generate the form based on a data source.
• Use SharePoint as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure Your Form (Auto-Generate Form Based On A Data Source, SharePoint)
4. Configure Additional Settings and Resources for Your App
5. Configure Permission Groups for Your App

Process-Based App, GenAI Process, Image for Process, No GenAI Form, Data Entities Data Source

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Use an image file as the template for the process.
• Create the form yourself.
• Use Data Entities as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (Image)
4. Configure Your Form (Create a Form Myself, Data Entities)
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, Image for Process, No GenAI Form, Database Data Source

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Use an image file as the template for the process.
• Create the form yourself.
• Use a database table as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (Image)
4. Configure Your Form (Create a Form Myself, Database)
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, Image for Process, No GenAI Form, Microsoft Excel Data Source

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Use an image file as the template for the process.
• Create the form yourself.
• Use a Microsoft Excel file as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (Image)
4. Configure Your Form (Create a Form Myself, Microsoft Excel)
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, Image for Process, No GenAI Form, Salesforce Data Source

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Use an image file as the template for the process.
• Create the form yourself.
• Use Salesforce as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (Image)
4. Configure Your Form (Create a Form Myself, Salesforce)
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, Image for Process, No GenAI Form, SharePoint Data Source

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Use an image file as the template for the process.
• Create the form yourself.
• Use SharePoint as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (Image)
4. Configure Your Form (Create a Form Myself, SharePoint)
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, Image for Process, GenAI Form, Data Entities Data Source

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Use an image file as the template for the process.
• Use GenAI to generate the form based on a data source.
• Use Data Entities as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (Image)
4. Configure Your Form (Auto-Generate Form Based On A Data Source, Data Entities)
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, Image for Process, GenAI Form, Database Data Source

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Use an image file as the template for the process.
• Use GenAI to generate the form based on a data source.
• Use a database table as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (Image)
4. Configure Your Form (Auto-Generate Form Based On A Data Source, Database)
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, Image for Process, GenAI Form, Microsoft Excel Data Source

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Use an image file as the template for the process.
• Use GenAI to generate the form based on a data source.
• Use a Microsoft Excel file as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (Image)
4. Configure Your Form (Auto-Generate Form Based On A Data Source, Microsoft Excel)
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, Image for Process, GenAI Form, Salesforce Data Source

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Use an image file as the template for the process.
• Use GenAI to generate the form based on a data source.
• Use Salesforce as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (Image)
4. Configure Your Form (Auto-Generate Form Based On A Data Source, Salesforce)
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, Image for Process, GenAI Form, SharePoint Data Source

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Use an image file as the template for the process.
• Use GenAI to generate the form based on a data source.
• Use SharePoint as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (Image)
4. Configure Your Form (Auto-Generate Form Based On A Data Source, SharePoint)
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, PDF for Process, No GenAI Form, Data Entities Data Source

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Use a PDF file as the template for the process.
• Create the form yourself.
• Use Data Entities as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (PDF)
4. Configure Your Form (Create a Form Myself, Data Entities)
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, PDF for Process, No GenAI Form, Database Data Source

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Use a PDF file as the template for the process.
• Create the form yourself.
• Use a database table as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (PDF)
4. Configure Your Form (Create a Form Myself, Database)
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, PDF for Process, No GenAI Form, Microsoft Excel Data Source

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Use a PDF file as the template for the process.
• Create the form yourself.
• Use a Microsoft Excel file as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (PDF)
4. Configure Your Form (Create a Form Myself, Microsoft Excel)
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, PDF for Process, No GenAI Form, Salesforce Data Source

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Use a PDF file as the template for the process.
• Create the form yourself.
• Use Salesforce as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (PDF)
4. Configure Your Form (Create a Form Myself, Salesforce)
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, PDF for Process, No GenAI Form, SharePoint Data Source

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Use a PDF file as the template for the process.
• Create the form yourself.
• Use SharePoint as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (PDF)
4. Configure Your Form (Create a Form Myself, SharePoint)
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, PDF for Process, GenAI Form, Data Entities Data Source

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Use a PDF file as the template for the process.
• Use GenAI to generate the form based on a data source.
• Use Data Entities as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (PDF)
4. Configure Your Form (Auto-Generate Form Based On A Data Source, Data Entities)
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, PDF for Process, GenAI Form, Database Data Source

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Use a PDF file as the template for the process.
• Use GenAI to generate the form based on a data source.
• Use a database table as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (PDF)
4. Configure Your Form (Auto-Generate Form Based On A Data Source, Database)
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, PDF for Process, GenAI Form, Microsoft Excel Data Source

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Use a PDF file as the template for the process.
• Use GenAI to generate the form based on a data source.
• Use a Microsoft Excel file as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (PDF)
4. Configure Your Form (Auto-Generate Form Based On A Data Source, Microsoft Excel)
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, PDF for Process, GenAI Form, Salesforce Data Source

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Use a PDF file as the template for the process.
• Use GenAI to generate the form based on a data source.
• Use Salesforce as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (PDF)
4. Configure Your Form (Auto-Generate Form Based On A Data Source, Salesforce)
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, PDF for Process, GenAI Form, SharePoint Data Source

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Use a PDF file as the template for the process.
• Use GenAI to generate the form based on a data source.
• Use SharePoint as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (PDF)
4. Configure Your Form (Auto-Generate Form Based On A Data Source, SharePoint)
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, Prompt for Process, No GenAI Form, Data Entities Data Source

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Enter a prompt to create the process.
• Create the form yourself.
• Use Data Entities as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (Let AI Decide)
4. Configure Your Form (Create a Form Myself, Data Entities)
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, Prompt for Process, No GenAI Form, Database Data Source

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Enter a prompt to create the process.
• Create the form yourself.
• Use a database table as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (Let AI Decide)
4. Configure Your Form (Create a Form Myself, Database)
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, Prompt for Process, No GenAI Form, Microsoft Excel Data Source

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Enter a prompt to create the process.
• Create the form yourself.
• Use a Microsoft Excel file as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (Let AI Decide)
4. Configure Your Form (Create a Form Myself, Microsoft Excel)
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, Prompt for Process, No GenAI Form, Salesforce Data Source

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Enter a prompt to create the process.
• Create the form yourself.
• Use Salesforce as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (Let AI Decide)
4. Configure Your Form (Create a Form Myself, Salesforce)
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, Prompt for Process, No GenAI Form, SharePoint Data Source

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Enter a prompt to create the process.
• Create the form yourself.
• Use SharePoint as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (Let AI Decide)
4. Configure Your Form (Create a Form Myself, SharePoint)
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, Prompt for Process, GenAI Form, Data Entities Data Source

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Enter a prompt to create the process.
• Use GenAI to generate the form based on a data source.
• Use Data Entities as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (Let AI Decide)
4. Configure Your Form (Auto-Generate Form Based On A Data Source, Data Entities)
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, Prompt for Process, GenAI Form, Database Data Source

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Enter a prompt to create the process.
• Use GenAI to generate the form based on a data source.
• Use a database table as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (Let AI Decide)
4. Configure Your Form (Auto-Generate Form Based On A Data Source, Database)
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, Prompt for Process, GenAI Form, Microsoft Excel Data Source

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Enter a prompt to create the process.
• Use GenAI to generate the form based on a data source.
• Use a Microsoft Excel file as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (Let AI Decide)
4. Configure Your Form (Auto-Generate Form Based On A Data Source, Microsoft Excel)
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, Prompt for Process, GenAI Form, Salesforce Data Source

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Enter a prompt to create the process.
• Use GenAI to generate the form based on a data source.
• Use Salesforce as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (Let AI Decide)
4. Configure Your Form (Auto-Generate Form Based On A Data Source, Salesforce)
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, Prompt for Process, GenAI Form, SharePoint Data Source

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Enter a prompt to create the process.
• Use GenAI to generate the form based on a data source.
• Use SharePoint as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (Let AI Decide)
4. Configure Your Form (Auto-Generate Form Based On A Data Source, SharePoint)
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, Image for Process, GenAI Form, Excel for Form

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Use an image file as the template for the process.
• Use GenAI to create the form.
• Use an Excel file as the template for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (Image)
4. Generate a Form from a Microsoft Excel File
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, Image for Process, GenAI Form, Image for Form

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Use an image file as the template for the process.
• Use GenAI to create the form.
• Use an image file as the template for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (Image)
4. Generate a Form from an Image File
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, Image for Process, GenAI Form, PDF for Form

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Use an image file as the template for the process.
• Use GenAI to create the form.
• Use a PDF file as the template for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (Image)
4. Generate a Form from a PDF File
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, Image for Process, GenAI Form, Prompt for Form

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Use an image file as the template for the process.
• Use GenAI to create the form.
• Enter a prompt to create the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (Image)
4. Generate a Form from a Prompt
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, PDF for Process, GenAI Form, Excel for Form

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Use a PDF file as the template for the process.
• Use GenAI to create the form.
• Use an Excel file as the template for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (PDF)
4. Generate a Form from a Microsoft Excel File
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, PDF for Process, GenAI Form, Image for Form

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Use a PDF file as the template for the process.
• Use GenAI to create the form.
• Use an image file as the template for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (PDF)
4. Generate a Form from an Image File
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, PDF for Process, GenAI Form, PDF for Form

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Use a PDF file as the template for the process.
• Use GenAI to create the form.
• Use a PDF file as the template for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (PDF)
4. Generate a Form from a PDF File
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, PDF for Process, GenAI Form, Prompt for Form

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Use a PDF file as the template for the process.
• Use GenAI to create the form.
• Enter a prompt to create the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (PDF)
4. Generate a Form from a Prompt
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, Prompt for Process, GenAI Form, Excel for Form

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Enter a prompt to create the process.
• Use GenAI to create the form.
• Use an Excel file as the template for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (Let AI Decide)
4. Generate a Form from a Microsoft Excel File
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, Prompt for Process, GenAI Form, Image for Form

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Enter a prompt to create the process.
• Use GenAI to create the form.
• Use an image file as the template for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (Let AI Decide)
4. Generate a Form from an Image File
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, Prompt for Process, GenAI Form, PDF for Form

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Enter a prompt to create the process.
• Use GenAI to create the form.
• Use a PDF file as the template for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (Let AI Decide)
4. Generate a Form from a PDF File
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, GenAI Process, Prompt for Process, GenAI Form, Prompt for Form

Use this path if you selected the following options:

• Create a process-based app.
• Generate the process with AI.
• Enter a prompt to create the process.
• Use GenAI to create the form.
• Enter a prompt to create the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Configure the Process and Activities (Let AI Decide)
4. Generate a Form from a Prompt
5. Configure Additional Settings and Resources for Your App
6. Configure Permission Groups for Your App

Process-Based App, No GenAI Process, GenAI Form, Excel for Form

Use this path if you selected the following options:

• Create a process-based app.
• Create the process yourself.
• Use GenAI to create the form.
• Use an Excel file as the template for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Generate a Form from a Microsoft Excel File
4. Configure Additional Settings and Resources for Your App
5. Configure Permission Groups for Your App

Process-Based App, No GenAI Process, GenAI Form, Image for Form

Use this path if you selected the following options:

• Create a process-based app.
• Create the process yourself.
• Use GenAI to create the form.
• Use an image file as the template for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Generate a Form from an Image File
4. Configure Additional Settings and Resources for Your App
5. Configure Permission Groups for Your App

Process-Based App, No GenAI Process, GenAI Form, PDF for Form

Use this path if you selected the following options:

• Create a process-based app.
• Create the process yourself.
• Use GenAI to create the form.
• Use a PDF file as the template for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Generate a Form from a PDF File
4. Configure Additional Settings and Resources for Your App
5. Configure Permission Groups for Your App

Process-Based App, No GenAI Process, GenAI Form, Prompt for Form

Use this path if you selected the following options:

• Create a process-based app.
• Create the process yourself.
• Use GenAI to create the form.
• Enter a prompt to create the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Process-Based App
3. Generate a Form from a Prompt
4. Configure Additional Settings and Resources for Your App
5. Configure Permission Groups for Your App

Form-Based App, No GenAI for Form, Data Entities Data Source

Use this path if you selected the following options:

• Create a form-based app.
• Create the form yourself.
• Use Data Entities as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Form-Based App
3. Configure Your Form (Create a Form Myself, Data Entities)
4. Configure Additional Settings and Resources for Your App
5. Configure Permission Groups for Your App

Form-Based App, No GenAI for Form, Database Data Source

Use this path if you selected the following options:

• Create a form-based app.
• Create the form yourself.
• Use a database table as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Form-Based App
3. Configure Your Form (Create a Form Myself, Database)
4. Configure Additional Settings and Resources for Your App
5. Configure Permission Groups for Your App

Form-Based App, No GenAI for Form, Microsoft Excel Data Source

Use this path if you selected the following options:

• Create a form-based app.
• Create the form yourself.
• Use a Microsoft Excel file as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Form-Based App
3. Configure Your Form (Create a Form Myself, Microsoft Excel)
4. Configure Additional Settings and Resources for Your App
5. Configure Permission Groups for Your App

Form-Based App, No GenAI for Form, Salesforce Data Source

Use this path if you selected the following options:

• Create a form-based app.
• Create the form yourself.
• Use Salesforce as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Form-Based App
3. Configure Your Form (Create a Form Myself, Salesforce)
4. Configure Additional Settings and Resources for Your App
5. Configure Permission Groups for Your App

Form-Based App, No GenAI for Form, SharePoint Data Source

Use this path if you selected the following options:

• Create a form-based app.
• Create the form yourself.
• Use SharePoint as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Form-Based App
3. Configure Your Form (Create a Form Myself, SharePoint)
4. Configure Additional Settings and Resources for Your App
5. Configure Permission Groups for Your App

Form-Based App, Widget Form

Use this path if you selected the following options:

• Create a form-based app.
• Create Widget Form

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Form-Based App
3. Configure a Widget Form
4. Configure Additional Settings and Resources for Your App
5. Configure Permission Groups for Your App

Form-Based App, GenAI Form, Data Entities Data Source

Use this path if you selected the following options:

• Create a form-based app.
• Use GenAI to generate the form based on a data source.
• Use Data Entities as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Form-Based App
3. Configure Your Form (Auto-Generate Form Based On A Data Source, Data Entities)
4. Configure Additional Settings and Resources for Your App
5. Configure Permission Groups for Your App

Form-Based App, GenAI Form, Database Data Source

Use this path if you selected the following options:

• Create a form-based app.
• Use GenAI to generate the form based on a data source.
• Use a database table as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Form-Based App
3. Select How to Create Your Form
4. Configure the Data Source for Your Form (Auto-Generate Form Based On A Data Source)
5. Configure Your Form (Auto-Generate Form Based On A Data Source, Database)
6. Configure Additional Settings and Resources for Your App
7. Configure Permission Groups for Your App

Form-Based App, GenAI Form, Microsoft Excel Data Source

Use this path if you selected the following options:

• Create a form-based app.
• Use GenAI to generate the form based on a data source.
• Use a Microsoft Excel file as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Form-Based App
3. Select How to Create Your Form
4. Configure the Data Source for Your Form (Auto-Generate Form Based On A Data Source)
5. Configure Your Form (Auto-Generate Form Based On A Data Source, Microsoft Excel)
6. Configure Additional Settings and Resources for Your App
7. Configure Permission Groups for Your App

Form-Based App, GenAI Form, Salesforce Data Source

Use this path if you selected the following options:

• Create a form-based app.
• Use GenAI to generate the form based on a data source.
• Use Salesforce as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Form-Based App
3. Select How to Create Your Form
4. Configure the Data Source for Your Form (Auto-Generate Form Based On A Data Source)
5. Configure Your Form (Auto-Generate Form Based On A Data Source, Salesforce)
6. Configure Additional Settings and Resources for Your App
7. Configure Permission Groups for Your App

Form-Based App, GenAI Form, SharePoint Data Source

Use this path if you selected the following options:

• Create a form-based app.
• Use GenAI to generate the form based on a data source.
• Use SharePoint as the data source for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Form-Based App
3. Select How to Create Your Form
4. Configure the Data Source for Your Form (Auto-Generate Form Based On A Data Source)
5. Configure Your Form (Auto-Generate Form Based On A Data Source, SharePoint)
6. Configure Additional Settings and Resources for Your App
7. Configure Permission Groups for Your App

Form-Based App, GenAI Form, Excel for Form

Use this path if you selected the following options:

• Create a form-based app.
• Use GenAI to create the form.
• Use an Excel file as the template for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Form-Based App
3. Generate a Form from a Microsoft Excel File
4. Configure Additional Settings and Resources for Your App
5. Configure Permission Groups for Your App

Form-Based App, GenAI Form, Image for Form

Use this path if you selected the following options:

• Create a form-based app.
• Use GenAI to create the form.
• Use an image file as the template for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Form-Based App
3. Generate a Form from an Image File
4. Configure Additional Settings and Resources for Your App
5. Configure Permission Groups for Your App

Form-Based App, GenAI Form, PDF for Form

Use this path if you selected the following options:

• Create a form-based app.
• Use GenAI to create the form.
• Use a PDF file as the template for the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Form-Based App
3. Generate a Form from a PDF File
4. Configure Additional Settings and Resources for Your App
5. Configure Permission Groups for Your App

Form-Based App, GenAI Form, Prompt for Form

Use this path if you selected the following options:

• Create a form-based app.
• Use GenAI to create the form.
• Enter a prompt to create the form.

Follow this path in the Add an App Experience Documentation:

1. Create an App
2. Set Up a Form-Based App
3. Generate a Form from a Prompt
4. Configure Additional Settings and Resources for Your App
5. Configure Permission Groups for Your App