Configure Your Form (Create a Form Myself, Data Entities)

Configures a Data Entities as the data source for the app, and creates the form based on the entity fields.

Background and Setup

Good to Know

  • After you create a form-based app, you cannot change the app to use a different data source. For example, you can not change a form-based app to use a different entity or SharePoint list than the one specified when the app was created. This limitation also applies to cloned apps. That is, you cannot clone a form-based app, and then change the data source in the cloned app.
  • Once configured, the primary data source in a data source bound app cannot be deleted. Deleting the primary data source can lead to unexpected behavior or errors in your app because it is the main source of data for the app.
  • When you create a form-based app, these forms are created:
    • New form
    • Update form
    • 3 types of View form:
      • All Records - Shows all the records created for the form-based app.
      • Recently Created Records - Shows the records created for the form-based app in the last 7 days.
      • Recently Modified Records - Shows the records changed for the form-based app in the last 7 days.

      A lookup is created for each view form.

How to Start

  1. Create an app.

    For more information, refer to Create an app.

  2. On the Do you want AI to create your form? screen, click Create Form Myself.

    Click Create Form Myself
  3. Click Next.
  4. On the Where do you want to store the data for your app? screen, click Data Entities.

    Click Data Entities
  5. Click Next.

How do you want to set up your entity? > Configuration tab

Configures how to collect data from Data Entities for your eForm.

Figure 1. How do you want to set up your entity? > Configuration tab

Configuration tab

Fields

Field NameDefinition

Data Source Name
Description:
Specifies a name for the data source.
Allowed Values:
One line of text (a string).

Not Accepted:

  • Spaces
Default Value:
None
Accepts Variables:
No

Custom Entities Only
Description:
Specifies whether to show only custom entities in the Primary Entity list.
Allowed Values:
  • Selected - Shows only the custom entities in the Primary Entity list.
  • Deselected - Shows both standard entities and custom entities in the Primary Entity list.
Default Value:
Selected
Accepts Variables:
No

Primary Entity
Description:
Specifies the AgilePoint NX entity from which your form collects data.
Allowed Values:
The AgilePoint NX entity from the list.
Default Value:
AgilePoint NX entities.
Accepts Variables:
No

Add Entity Add Entity icon
Opens this Screen:
New Entity screen.
Function of this Screen:
Creates a custom entity.

How do you want to set up your entity? > Fields tab

Specifies the entity fields from entity.

Figure 2. How do you want to set up your entity? > Fields tab

Fields tab

Fields

Field NameDefinition

Show Internal Fields
Description:
Specifies whether to show the internal names of default entity fields from AgilePoint Data Entities.
Allowed Values:
  • Selected - Shows the internal names of default entity fields.
  • Deselected - Does not show default entity fields.
Default Value:
Deselected

Check box
Description:
Specifies the fields to use on your form.
Allowed Values:
  • Selected - Your form contains the field.
  • Deselected - The field does not show on your form.
Default Value:
Selected

Display Name
Description:
Shows the fields associated with an entity.
Allowed Values:
Read only.

Data Type
Description:
Shows the data type of a field.
Allowed Values:
Read only.

Required
Description:
Specifies whether the field is required.
Allowed Values:
Read only.

Unique
Description:
Shows whether a duplicate value is permitted in the field.
Allowed Values:
Read only.

How do you want to set up your entity? > Related Entities tab

Specifies related entity to use on your form for AgilePoint NX Data Entities.

Figure 3. How do you want to set up your entity? > Related Entities tab

Related Entities tab

Prerequisites

Good to Know

Fields

Field NameDefinition

Checkbox
Description:
Specifies the related entities to use on your form.
Allowed Values:
  • Selected - Your form contains related entity.
  • Deselected - Your form does not use the related entity.
Default Value:
Deselected

Display Name
Description:
Shows the entities that have relationships with the primary entity.
Note:
The word entity on this screen refers to a container within your data model. For Data Entities or Salesforce, this container is called an entity. For a database, entity refers to a database table. For SharePoint Integration, entity refers to a SharePoint list. For Microsoft Excel, entity refers to an Excel table.
Allowed Values:
Read only.

Data Type
Description:
Shows the data type of an entity.
Allowed Values:
Read only.

Required
Description:
Specifies whether the related entity is required.
Allowed Values:
Read only.

Unique
Description:
Shows whether a duplicate value is permitted in the related entity.
Allowed Values:
Read only.