Configure Your Form (Create a Form Myself, Microsoft Excel)

Background and Setup

The Microsoft Excel file you use must follow the requirements in this topic:
Rules for Using Microsoft Excel Files with AgilePoint NX

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.

Create an app.
For more information, refer to Create an app.
On the Do you want AI to create your form? screen, click Create Form Myself.
Click Next.
On the Where do you want to store the data for your app? screen, click Microsoft Excel.
Click Next.

Specifies the location of your Microsoft Excel file that contains the data in table format.

Field Name	Definition
Box	Opens this Screen: Document Repository for Box Function of this Screen: Specifies the location of your Microsoft Excel file in Box.
Google Drive	Opens this Screen: Document Repository for Google Drive Function of this Screen: Specifies the location of your Microsoft Excel file in Google Drive.
OneDrive	Opens this Screen: Document Repository for OneDrive Function of this Screen: Specifies the location of your Microsoft Excel file in OneDrive.
OneDrive For Business	Opens this Screen: Document Repository for OneDrive for Business Function of this Screen: Specifies the location of your Microsoft Excel file in OneDrive for Business.
SharePoint	Opens this Screen: Document Repository for SharePoint Function of this Screen: Specifies the location of your Microsoft Excel file in SharePoint.
File System	Opens this Screen: Document Repository for File System Function of this Screen: Specifies the location of your Microsoft Excel file on the AgilePoint Server machine.

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

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.

Field Name	Definition
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 Example: Refer to: The videos on this page (External) Form Based Apps – SharePoint Data Source
Repository Type	Description: Shows the type of repository you selected in the Repository screen for your Microsoft Excel file. Allowed Values: Read only.
File Name	Description: Shows the name of the Microsoft Excel file you selected in your repository. Allowed Values: Read only.
Primary Entity Name	Description: Specifies the name of the Microsoft Excel table to use for your eForm. 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: A Microsoft Excel table name from the list. Default Value: None. When you select the access token in the Repository Configuration screen for your repository, the Microsoft Excel tables associated with the Excel file in the repository show in the Primary Entity Name list. Accepts Variables: No

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

Field Name	Definition
Check box	Description: Specifies the Microsoft Excel columns to use in your eForm. Allowed Values: Selected - Your eForm uses the Excel column. Deselected - The Excel column does not show in your eForm. Default Value: Selected
Display Name	Description: Shows the Microsoft Excel column associated with an Excel table. Allowed Values: Read only.
Data Type	Description: Shows the data type for a Microsoft Excel column. Allowed Values: A data type from the list. Default Value: The data type of the associated Excel column.
Required	Description: Specifies whether a value is required in the Microsoft Excel column. Allowed Values: Read only. Yes - The Excel column must have a value. No - The Excel column value is not required. Default Value: The value configured for the field.
Unique	Description: Shows whether a duplicate value is permitted in the Microsoft Excel column. Allowed Values: Read only. Yes - This column is unique. Duplicate values are not permitted. No - Duplicate values are permitted.