(Example) Store Data from an eForm in Data Entities with a Data Entities Activity

Good to Know

• This example uses the Sales Invoice app from the AgilePoint NX App Store.

  For more information, refer to How to Get the App

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• Sales Invoice is an app that creates an invoice for the products sold. This app provides a form to enter the details for the invoice. The invoice request is then routed for escalating approvals from the finance manager. Once it is approved, the invoice is routed for the approval of pending disbursement. At each step, e-mail notifications are sent with a link to view of the completed form to the person who initiated the sales invoice request.

Result

When you add the Sales Invoice app from App Store to your Process Builder, and open the process, the process will look like this.

When you complete this example procedure, the finished process will look like this.

How to Start

1. Click App Builder.

   
   
   

2. On the App Explorer screen, click Sales Invoice > Processes > Sales Invoice > Process Model > Sales Invoice.

   
   
   

Procedure

1. On the Data Entities tab drag the Create Record activity onto your process.

   
   
   

2. On the General Configuration screen, in the Display Name, enter Create Record.

   
   
   

3. Click Next.
4. On the Create Record Configuration screen, in the Entity Name list, select Invoice.

   
   
   

5. In the Request Mapping field, click Schema Mapping .

   
   
   

6. On the Schema Mapper screen, map the form fields to entity fields.

   
   
   

   Form Fields	Entity Fields
   InvoiceNumber＿u	InvoiceID
   FrieghtCharges＿u	FreightTerms
   Comment	Description
   TotalInvoiceAmount＿u	TotalChargeAmount
   RequesterName＿u	InvoiceName

Next, publish the app so people can use it.

Procedure

1. To publish the app, refer to (Example) Save, Check In, and Publish a Process-Based App.
2. To run the app, refer to My Apps screen (Modern).

Prerequisites

• AgilePoint NX OnDemand (public cloud), or AgilePoint NX Private Cloud or AgilePoint NX OnPremises v7.0 or higher.

Good to Know

• This procedure is optional. It is provided so you can test the example with an out-of-the-box app.
• This is part of the Background and Setup procedures, but many users preferred this step to appear after the example, not before it.

Procedure

1. Click App Store .

   
   
   

2. In the CATEGORY section, click Sales.

   
   
   

3. Click the Sales Invoice app.

   
   
   

4. On the Sales Invoice screen, click Add.

   
   
   

5. On the Trust App screen, click Trust it.
6. Click Return to site.