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
- Rules for Using Microsoft Excel Files with AgilePoint NX.
- On the App Builder Process Designer Settings screen, set Default App Wizard Experience to Modern.
- AgilePoint NX OnDemand (public cloud), or AgilePoint NX Private Cloud or AgilePoint NX OnPremises v8.0 or higher.
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
- Click App Builder.
- On the App Explorer screen, click Add App.
- 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.
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Fields
Field Name | Definition |
---|---|
App Type |
|
How will people identify your app? screen
Configures the basic information for your app.
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Fields
Field Name | Definition |
---|---|
App Name |
|
Language |
|
Category |
|
Description |
|
Do you want create widget Form (not typical) screen
Specifies the type of the form to create.
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Fields
Field Name | Definition |
---|---|
Widget Form |
|
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.
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Fields
Field Name | Definition |
---|---|
Select Data Source |
|
Repository screen
Specifies the location of your Microsoft Excel file that contains the data in table format.
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Fields
Field Name | Definition |
---|---|
Box |
|
Google Drive |
|
OneDrive |
|
OneDrive For Business |
|
SharePoint |
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File System |
|
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.
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Good to Know
- 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.
Fields
Field Name | Definition |
---|---|
Data Source Name |
|
Repository Type |
|
File Name |
|
Primary Entity Name |
|
How do you want to set up your entity? > Fields tab
Specifies the Microsoft Excel columns to use in a form-based app.
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Prerequisites
Fields
Field Name | Definition |
---|---|
Check box |
|
Display Name |
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Data Type |
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Required |
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Unique |
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Anything else right now? screen
Configures the optional features for your form-based app.
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Fields
Field Name | Definition |
---|---|
Access Tokens |
|
Document Repositories |
|
Style Sheets | |
Groups and Roles |
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Images |
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JavaScript |
|
Who can access your app? screen
Configures the permission groups for an app.
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Fields
Field Name | Definition |
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App Owners |
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App Designers |
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App Initiators |
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