Configure Your Form (Create a Form Myself, Database)

Configures a database as the data source for the app, and creates the form based on a database table.

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 Database.

    Click Database
  5. Click Next.

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

Configures how to collect data from a database table for a form-based app.

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

Database
Description:
Specifies the access token that connects to your database.
Allowed Values:
A list of access tokens configured for your environment.
Default Value:
None

Create Add Token icon
Opens this Screen:
Access Token for Database
Function of this Screen:
Configure an access token to connect to a database..

Schema Name
Description:
Specifies your process schema.
Allowed Values:
A schema name from the list.

When you select the database from the Database field, this field shows the schemas associated with the database.

Default Value:
None
Limitations:
  • This field does not apply to MySQL databases.

Primary Entity Name
Description:
Specifies the database table to use for your form. The form-based app stores data in this table and uses the columns in this table to create access tokens.
Allowed Values:
A database table from the list.
Default Value:
None.

When you select the database access token, the database tables show in the Primary Entity Name list.

Accepts Variables:
No

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

Specifies the database columns to use in a form-based app.

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

Fields tab

Fields

Field NameDefinition

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

Display Name
Description:
Shows the database column associated with a database table.
Allowed Values:
Read only.

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

Required
Description:
Specifies whether the value is required in the database column.
Allowed Values:
Read only.

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

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

Specifies the primary key / foreign key database table relationships to use in a form-based app.

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

Related Entities tab

Prerequisites

Good to Know

Fields

Field NameDefinition

Check box
Description:
Specifies whether to use the relationship on your form.
Allowed Values:
  • Selected - Your form uses the relationship.
  • Deselected - Your form does not use the relationship.
Default Value:
Deselected

Display Name
Description:
Shows the database column associated with a database table.
Allowed Values:
Read only.

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

Required
Description:
Specifies whether the value is required in the database column.
Allowed Values:
Read only.

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