Form-Based App with Microsoft Excel Data Source (Classic)

Background and Setup

To prevent duplicate records, AgilePoint NX automatically creates a column in the target entity called __RecordId__.
When you create a new app, the first version is automatically checked in.
This topic applies to the classic Add an App experience. For the modern Add an App experience, refer to Form-Based App with Microsoft Excel as the Data Source (Modern).
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.

Specifies the location of your Microsoft Excel file that contains the data in table format.

Field Name	Definition
Box	Opens this Screen: Repository Configuration for Box Function of this Screen: Specifies the location of your Microsoft Excel file in Box.
Google Drive	Opens this Screen: Repository Configuration for Google Drive Function of this Screen: Specifies the location of your Microsoft Excel file in Google Drive.
OneDrive	Opens this Screen: Repository Configuration for OneDrive Function of this Screen: Specifies the location of your Microsoft Excel file in OneDrive.
OneDrive For Business	Opens this Screen: Repository Configuration for OneDrive For Business Function of this Screen: Specifies the location of your Microsoft Excel file in OneDrive for Business.
SharePoint	Opens this Screen: Repository Configuration for SharePoint Function of this Screen: Specifies the location of your Microsoft Excel file in SharePoint.
File System	Opens this Screen: Repository Configuration for File System Function of this Screen: Specifies the location of your Microsoft Excel file on the AgilePoint Server machine.

Configures how to collect data from a Microsoft Excel table for a form-based app.

The word entity on this screen refers to a container within your data model. For Data Entities or Salesforce, this container is called an entity. For a database, entity refers to a database table. For SharePoint Integration, entity refers to a SharePoint list. For Microsoft Excel, entity refers to an Excel table.

Field Name	Definition
Data Source Name	Function: Specifies a name for your data source. Accepted Values: One line of text (a string) with no spaces. Default Value: None Accepts Process Data Variables: No Example: Refer to: (Example) Create and Run a Form-Based App with AgilePoint NX Data Entities (External) Form Based Apps – SharePoint Data Source
Repository Type	Function: Shows the type of repository you selected in the Repository screen for your Microsoft Excel file. Accepted Values: Read only.
File Name	Function: Shows the name of the Microsoft Excel file you selected in your repository. Accepted Values: Read only.
Primary Entity Name	Function: Specifies the name of the Microsoft Excel table to use for your eForm. Note: The word entity on this screen refers to a container within your data model. For Data Entities or Salesforce, this container is called an entity. For a database, entity refers to a database table. For SharePoint Integration, entity refers to a SharePoint list. For Microsoft Excel, entity refers to an Excel table. Accepted Values: A Microsoft Excel table name from the list. Default Value: None. When you select the access token in the Repository Configuration screen for your repository, the Microsoft Excel tables associated with the Excel file in the repository show in the Primary Entity Name list. Accepts Process Data Variables: No

Specifies the Microsoft Excel columns to use in a form-based app.

Field Name	Definition
Check box	Function: Specifies the Microsoft Excel columns to use in your eForm. Accepted Values: Selected - Your eForm uses the Excel column. Deselected - The Excel column does not show in your eForm. Default Value: Selected
Display Name	Function: Shows the Microsoft Excel column associated with an Excel table. Accepted Values: Read only.
Data Type	Function: Shows the data type for a Microsoft Excel column. Accepted Values: A data type from the list. Default Value: The data type of the associated Excel column.
Unique	Function: Shows whether a duplicate value is permitted in the Microsoft Excel column. Accepted Values: Read only. Yes - This column is unique. Duplicate values are not permitted. No - Duplicate values are permitted.