Basic Steps to Create and Run a Form-Based App (Classic)

Video: Form-Based App Overview (Classic)

Video: Know Your App Builder IDE (Classic)

Examples

• (Example) Create and Run a Form-Based App with AgilePoint NX Data Entities (Classic)
• Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Prerequisites

• On the App Builder Process Designer Settings screen, set Default App Wizard Experience to Classic.
• AgilePoint NX OnDemand (public cloud), or AgilePoint NX Private Cloud or AgilePoint NX OnPremises v7.0 or higher.

Good to Know

• This procedure is only for form-based apps that do not use widget forms. To create and run a widget form, refer to Basic Steps to Create and Run a Widget Form (Classic).
• After you create a form-based app, you cannot change the app to use a different data source. For example, you can not change a form-based app to use a different entity or SharePoint list than the one specified when the app was created. This limitation also applies to cloned apps. That is, you cannot clone a form-based app, and then change the data source in the cloned app.

Procedure

1. Create a form-based app:

   For more information, refer to:

   • Create a Form-Based App With a Database Table.
   • Create a Form-Based App with AgilePoint Data Entities (Classic).
   • Create a Form-Based App with a Salesforce Entity (Classic).
   • Create a Form-Based App with a SharePoint List (Classic).
2. (Optional) Configure a lookup for a form-based app.

   For more information, refer to:

   • Auto-Lookup form control
   • (Example) Configure an Auto-Lookup Form Control with Microsoft Excel
3. Design your form.

   For more information, refer to:

   • Create an eForm for a Database Form-Based App.
   • Create an eForm for AgilePoint Data Entities Form-Based App.
   • Create an eForm for a Salesforce Form-Based App.
   • Create an eForm for a SharePoint Form-Based App
4. Publish your form-based app to make it available to other users.

   For more information, refer to (Example) Save, Check In, and Publish a Form-Based App.

5. Create a record in a form-based app.

   For more information, refer to (Example) Create and Run a Form-Based App with an Existing AgilePoint NX Data Entities (Modern).