Process-Based App (Classic)

This topic explains how to create a process-based app in the Classic Add an App experience.

Background and Setup

Video: Create Your First App

Examples

Prerequisites

Good to Know

How to Start

  1. Sign in to AgilePoint NX.
  2. Click App Builder.

    Build Apps screen
  3. On the App Explorer screen, click Add App.

    Add App button
  4. On the App Type screen, click Process-Based App.

    Add App button
  5. Click Next.

New App screen

Creates a process-based app.

Figure: New App screen

New Application screen

Fields

Field NameDefinition

App Name
Function:
Specifies a name for your app.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Example:
Refer to:

Language
Function:
Specifies the language for your app.
Accepted Values:
A language from the list.
Default Value:
None
Accepts Process Data Variables:
No
Example:
Refer to:

Category
Function:
Specifies a category for your app.
Accepted Values:
A category from the list.

The category list comes from Tenant Settings > Categories tab.

Default Value:
None
Limitations:

This field is available in these releases:

App Description
Function:
An optional description for your app.
Accepted Values:
More than one line of text.
Default Value:
None

New Process Model screen

Creates a new process model.

Figure: New Process Model screen

New Process Model screen

Fields

Field NameDefinition

Process Model Name
Function:
Specifies a name for your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
Refer to:

Description
Function:
A description for your process.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No
Example:
Refer to:

Process Triggered By
Function:
Specifies what causes the process to start.
Accepted Values:
  • eForms - The process starts when a user submits a form made with eForm
  • External Forms - The process starts when a user submits a form that is made with a form technology other than eForms, such as Java or ASP.NET.
  • Message/Event - The process starts when an e-mail account receives an e-mail, a specified event occurs.
  • System Integration - A specified event happens in an external system, such as Salesforce or a database.
  • Parent Process - The process is the child, or subprocess, to another process.

    If you create a process model in a process-based app that already has a process models, this is the only option.

    The limit of one parent process model in a process-based app was enforced in AgilePoint NX OnPremises v7.0 Software Update 1. In earlier releases, this was a limit according to the license, but the options in this list allowed more than one parent process.

  • SharePoint - A specified event happens in SharePoint. For example, a user creates a list or list item.
  • InfoPath Form Services - A specified event happens in SharePoint On Premises. For example, a user submits a form.
  • Salesforce - A specified event happens in Salesforce. For example, a user creates an entity.
Default Value:
eForms
Example:
Refer to:
Limitations:

Number of Swimlanes
Function:
Specifies a number of swimlanes to be added to the Process Builder screen to organize the steps in your process.
Accepted Values:
A number from 0 to 20.
Default Value:
1
Example:
Refer to:

Choose Theme
Opens this Screen:
Choose Process Model Theme
Function of this Screen:
Specifies a process theme.

Swimlanes Orientation
Function:
Specifies the direction for your swimlanes.
Accepted Values:
  • Horizontal - Shows swimlanes from left to right.
  • Vertical - Shows swimlanes from top to bottom.
Default Value:
Horizontal
Example:
Refer to:

Next
Opens this Screen:
To Open this Field:
In the Process Triggered By list, select SharePoint, Salesforce or InfoPath Form Services.
Function of this Screen:
Configures SharePoint, Salesforce or InfoPath form services for your process

Choose Process Model Theme screen

Specifies a process theme.

Figure: Choose Process Model Theme screen

Choose Process Model Theme screen

Fields

Field NameDefinition

Theme
Function:
Specifies a process theme.
Accepted Values:
Theme 1 to Theme 50
Default Value:
None

Select Primary Data Source

Specifies the main data source for your app or process. You can connect to other data sources with the process or activities.

Figure: Select Primary Data Source screen

Select Primary Data Source screen

Fields

Field NameDefinition

Blank Blank icon
Function:
Lets you create a new process-based app.

Database Database icon
Opens this Screen:
Limitations:
  • AgilePoint does not support non-English characters in database table column names. These characters are supported:
    • Alphanumeric
    • Underscore
    • Space

Data Entities Data Entity icon
Opens this Screen:
Limitations:

Salesforce Salesforce icon
Opens this Screen:
Limitations:

SharePoint SharePoint icon
Opens this Screen:
Limitations:

Microsoft Excel Lync Notifications icon
Opens this Screen:
Repository screen
Function of this Screen:
Specifies the location of your Microsoft Excel file that contains the data in table format.
Limitations: