(Example) Check Out and Open a Process-Based App

This example shows how to check out and open a process-based app.

Background and Setup

Prerequisites

Good to Know

  • This example uses the Sales Invoice app from the AgilePoint NX App Store. You can use a similar procedure for other​ process-based apps.

Step 1: (Optional) Check Out a Process-Based App

First, check out a process-based app.

Good to Know

  • If the files are checked out in an app, other users can not change them.

How to Start

  1. Click App Builder.

    Build Apps screen
  2. On the App Explorer screen, select a process-based app.

    In this example, the app name is Sales Invoice.


    Click Sales Invoice app

Procedure

  1. On the App Explorer screen, click Check Out.

    Select Form Based App
  2. On the Check Out App screen, select the files to check out.

    Select Files To Check Out
  3. Click Check Out.

Step 2: Open a Process-Based App

Next, open a process model in a process-based app.

How to Start

  1. Click App Builder.

    Build Apps screen

Procedure

  1. On the App Explorer screen, click [App Name] > Processes > [Process Name] > Process Model.

    In this example, the app name is Sales Invoice.


    Click Process Model
  2. Double-click your process.

    Double Click Process

    The Process Builder screen shows.


    Open Process Builder