(Example) Create and Run a Form-Based App with AgilePoint NX Data Entities (Classic)

The first step is to create a form-based app that uses an entity in AgilePoint NX Data Entities as its data source.

How to Start

1. Click App Builder.

   
   
   

Procedure

1. On the App Explorer screen, click Add App.

   
   
   

2. On the App Type screen, click Form-Based App.

   
   
   

3. Click Next.
4. On the New App screen, in the App Name field, enter Customer Request App.

   
   
   

5. On the Category list, select Customer Service.

   
   
   

6. Click Next.
7. On the Select Primary Data Source screen, select Data Entities .

   
   
   

8. Click Next.
9. On the AgilePoint Data Entities Configuration screen, in the Data Source Name field, enter CustomerRequestEntity.

   
   
   

10. In the Primary Entity Name field, select Customer Request.

    
    
    

11. Click the Fields tab.

    
    
    

12. On the Fields tab, select these fields:
    • Customer Id
    • Date Of Birth
    • EmailId
    • First Name
    • Gender
    • Last Name

    
    
    

13. Click Finish.

    The Please wait while the app is being created screen opens.

    
    
    

14. On the Information screen, click OK.

    
    
    

    The eForm Builder opens the Form Settings screen for the Create form, New Customer Request.

    
    
    

Create an eForm in the eForm Builder.

Good to Know

• Every form-based app has 3 form types:
  • Create form
  • Update form
  • View form

  This procedure shows how to create the Create form, which is the form that runtime app users use to enter data.

Procedure

1. On the Form Settings screen, click General tab.

   
   
   

2. On the General tab, in the Form Title field, enter Customer Details.

   
   
   

3. To save the changes, click Close Screen .

   The eForm Builder opens the eForm.

   
   
   

Add form controls to the eForm.

Good to Know

• In a form-based app, form controls are mapped to fields from the data model in the associated data source. In this example, the form controls are mapped to fields in the associated entity.

Procedure

1. On the Data Model screen, in the dataSource list, drag the FirstName variable onto your eForm.

   
   
   

2. Drag the LastName variable onto your eForm.

   
   
   

3. Drag the DateOfBirth variable onto your eForm.

   
   
   

4. Drag the Gender variable onto your eForm.

   
   
   

5. Drag the EmailId variable onto your eForm.

   
   
   

Publish the app so users can run it.

Procedure

1. On the Save quick menu, click Save and Check In .

   
   
   

   The eForm Builder closes, and the App Explorer opens.

   
   
   

2. On the Application Explorer screen, click the Update Customer Request form.

   Configuration for the Update form is required before you can publish the app. This example uses an Update form that is the same as the Create form. However, you can change it if necessary.

   
   
   

3. On the Information screen, click Yes.

   
   
   

4. On the Save quick menu, click Save and Check In .

   
   
   

   The eForm Builder closes, and the App Explorer opens

   
   
   

5. On the Application Explorer screen, click Publish.

   
   
   

6. On the Information screen, click Check In.

   
   
   

7. On the Check In Pending Changes screen, click Check In.

   
   
   

8. On the Publish App screen, click Publish.

   
   
   

9. On the Information screen, click Close Screen .

   For information about app permissions, refer to Change App Permissions (App Builder).

   
   
   

   The eForm Builder opens the Application Explorer screen.

   
   
   

After your app is published, you can run it.

Procedure

1. On the AgilePoint NX Portal, click Work Center.

   
   
   

2. On the Work Center screen, click My Apps.

   
   
   

3. On the My Apps screen, click Customer Request App.

   
   
   

4. The View form shows. This is the screen where users can add or change records in the app.

   
   
   

Complete the eForm.

Procedure

1. On the My First Form-Based App screen, click Add .

   
   
   

2. On the Customer Details Form screen, in the First Name field, enter Jane.

   
   
   

3. In the Last Name field, enter Jackson.

   
   
   

4. In the Date Of Birth field, select 09/04/1990 from the calendar.

   
   
   

5. In the Gender field, enter Male.

   
   
   

6. In the EmailId field, enter jane.jackson@gmail.com.

   
   
   

7. Click Submit.

   The View form shows. the name you entered in the records list.

   
   
   

Optionally, you can change the data you entered in the Create form.

Good to Know

• This step uses the Update form that was configured in the Publish step. In this example, the Update form looks the same as the Create form, but behind the scenes, they are different eForms. You can change the Update form if necessary.

Procedure

1. Select the record with the value Jane.

   
   
   

2. Click Edit .

   
   
   

3. In the First Name field, change the value to John.

   
   
   

4. Click Submit.

   The View form shows the data in the records list with the new value, John.