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

This section gives procedures to store data from an eForm in Data Entities with a Data Entities activity.

Background and Setup

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

  • 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.

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

Final Result

Step 1: Add Create Record Data Entity Activity

This step shows how to add Create Record activity from AgilePoint Data Entities tab to the Sales Invoice process to store the data in Data Entity. In this example, the data entered on the eForms stores in the Sales Invoice data entity.

How to Start

  1. Click App Builder.

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

    Sales Invoice app

Procedure

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

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

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

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

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

    Map the form fields to entity fields
    Form Fields Entity Fields
    InvoiceNumber SalesInvoiceID
    ShippingandHandlingcharges FreightTerms
    Comment Description
    ComputeTotalInvoiceAmount TotalChargeAmount
    RequesterName Name

How to Get the App

This example is based on the Sales Invoice app from the AgilePoint NX App Store. Use this procedure to get the app.

Prerequisites

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 App Store icon.

    App Store
  2. In the CATEGORY section, click Sales.

    App Store screen
  3. Click the Sales Invoice app.

    Sales Invoice screen
  4. On the Sales Invoice screen, click Add.

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