(Example) Save, Check In, and Publish a Form-Based App

Prerequisites

• A form-based app or widget form.

Good to Know

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

Prerequisites

• An eForm for your app is open in eForm Builder.

  For more information, refer to eForm Builder screen.

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Good to Know

• This step is required only if an eForm is already opened in eForm Builder.

Procedure

1. On the eForm Builder screen, click Save > Save and Check In.

   
   
   

Good to Know

• You can check in an app to unlock files so users can change them.
• You can check in only one file, such as eForm, by deselecting all other files.

How to Start

1. Click App Builder.

   
   
   

2. On the App Explorer screen, select a form-based app.

   In this example, the app name is Customer Request.

   
   
   

Procedure

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

   
   
   

2. On the Check In Pending Changes screen, select the files to check in.

   
   
   

3. Click Check In.

Good to Know

• On the Publish App screen, the Default View option shows only for a form-based app and does not show for a widget form.

How to Start

1. Click App Builder.

   
   
   

2. On the App Explorer screen, select a form-based app.

   In this example, the app name is Customer Request.

   
   
   

Procedure

1. On the App Explorer screen, click Publish.

   
   
   

2. On the Publish App screen, in the Label field, enter your app name.

   
   
   

3. In the Version field, enter the version number to give the app.

   
   
   

4. In the Description field, enter your comments for the version.

   
   
   

5. In the Default View field, select your default form view that shows on My Apps screen (Modern) in Work Center.

   In this example, the default view is All CustomerRequests.

   
   
   

6. Click Publish.