Form-Based App with Microsoft Excel Table as the Data Source (Modern)

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

Background and Setup

Prerequisites

Good to Know

  • This topic applies to the Modern Add an App Experience. For the Classic Add an App Experience, refer to Form-Based App with Microsoft Excel Data Source (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.

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 What type of app would you like to build? screen, click Form-Based App.

What type of app would you like to build? screen

Configures the type of app to create.

Figure: What type of app would you like to build? screen

What type of app would you like to build screen

Fields

Field Name Definition

App Type

Function:
Specifies the type of app to create.
Accepted Values:
Default Value:
Process-Based App

How will people identify your app? screen

Configures the basic information for your app.

Figure: How will people identify your app? screen

How will people identify your app screen

Fields

Field Name Definition

App Name

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

Language

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

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

Description

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

Do you want create widget Form (not typical) screen

Specifies the type of the form to create.

Figure: Do you want create widget Form (not typical) screen

Do you want create widget From screen

Fields

Field Name Definition

Widget Form

Function:
Specifies whether to create a widget form that can show information on a custom page in Page Builder.
Accepted Values:
  • Not Required - Creates a standard form-based app, which can not be used in a widget.
  • Yes, Create Widget Form - Creates a widget form to show information based on lookups. Widget forms can only be used in Page Builder.
Default Value:
Not Required

Where do you want to store the data for your app? screen

Specifies to store and retrieve the data from the data source for your form-based app.

Figure: Where do you want to store the data for your app? screen

Where do you want to store the data for your app screen

Fields

Field Name Definition

Select Data Source

Function:
Specifies the primary data source your app uses to store and retrieve data.
Accepted Values:
Default Value:
AgilePoint Data Entities

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:
Document Repository for Box
Function of this Screen:
Specifies the location of your Microsoft Excel file in Box.

Google Drive

Opens this Screen:
Document Repository for Google Drive
Function of this Screen:
Specifies the location of your Microsoft Excel file in Google Drive.

OneDrive

Opens this Screen:
Document Repository for OneDrive
Function of this Screen:
Specifies the location of your Microsoft Excel file in OneDrive.

OneDrive For Business

Opens this Screen:
Document Repository for OneDrive for Business
Function of this Screen:
Specifies the location of your Microsoft Excel file in OneDrive for Business.

SharePoint

Opens this Screen:
Document Repository for SharePoint
Function of this Screen:
Specifies the location of your Microsoft Excel file in SharePoint.

File System

Opens this Screen:
Document Repository for File System
Function of this Screen:
Specifies the location of your Microsoft Excel file on the AgilePoint Server machine.

How do you want to set up your entity? > Configuration tab

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

Figure: How do you want to set up your entity? > Configuration tab

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

How do you want to set up your entity? > Fields tab

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

Figure: How do you want to set up your entity? > 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.

Required

Function:
Specifies whether a value is required in the Microsoft Excel column.
Accepted Values:
Read only.
  • Yes - The Excel column must have a value.
  • No - The Excel column value is not required.
Default Value:
The value configured for the field.

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.

Anything else right now? screen

Configures the optional features for your form-based app.

Figure: Anything else right now? screen

Anything else right now screen

Fields

Field Name Definition

Access Tokens

Opens this Screen:
The configuration screen for your access token. The specific screen that shows depends on your access token type.

For more information, refer to Access Tokens.

Function of this Screen:
Configures an access token.

Document Repositories

Opens this Screen:
The configuration screen for your document repository. The specific screen that shows depends on your document repository type.

For more information, refer to Document Repositories.

Function of this Screen:
Configures your document repository.

Style Sheets

Function:
Uploads CSS files to change the look and feel of your eForms.

Groups and Roles

Function:
Creates groups and roles for the access rights for an app.

Images

Function:
Uploads image files to customize your app.

JavaScript

Function:
Uploads JavaScript files to use in eForms.

Who can access your app? screen

Configures the permission groups for an app.

Figure: Who can access your app? screen

Who can access your app screen

Fields

Field Name Definition

App Owners

Opens this Screen:
App Owners tab
Function:
Specifies the users and groups who are App Owners.

App Designers

Opens this Screen:
App Designers tab
Function:
Specifies the users and groups who are App Designers.

App Initiators

Opens this Screen:
App Initiators tab
Function:
Specifies the users and groups who are App Initiators for an app.
Limitations:
Users and groups can only be assigned to the App Initiators permission group after an app is published.