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

These are the basic steps to create and run a form-based app using AgilePoint NX in the Classic Add an App experience. Click the links for more information about each step.

Video: Form-Based App Overview (Classic)

Video: Know Your App Builder IDE (Classic)

Examples

Prerequisites

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:

  2. (Optional) Configure a lookup for a form-based app.
  3. Design your form.

    For more information, refer to:

  4. Publish a form-based app to make it available to other users.
  5. Create a Record in a Form-Based App.