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

This topic explains how to create a form-based app with Microsoft Excel in the Classic Add an App experience.

Background and Setup

Video: Form-Based App Overview (Classic)

Video: Know Your App Builder IDE (Classic)

Prerequisites

Good to Know

  • 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.

How to Start

  1. Click App Builder.

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

    Add App button
  3. On the App Type screen, click Form-Based App.

    App Type screen
  4. On the New App screen, complete the fields, and click Next.

    New Application screen
    .
  5. On the Select Primary Data Source screen, select Microsoft Excel Lync Notifications icon.

    Primary Data Source screen
  6. Click Next.

Repository screen

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

Figure: Repository screen

Repository screen

Fields

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.

Excel Table Configuration screen > Configuration tab

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

Figure: Excel Table Configuration > Configuration tab

Excel Table Configuration Configuration tab

Good to Know

Fields

Field Name Definition

Data Source Name

Function:
Specifies a name for your data source.
Accepted Values:
One line of text with no spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
Refer to:

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

Excel Table Configuration screen > Fields tab

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

Figure: Excel Table Configuration > Fields tab

Excel Table Configuration Fields tab

Prerequisites

Fields

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.