Form-Based App with an Existing Entity in AgilePoint NX Data Entities as the Data Source (Modern)

App Type

Function:

Specifies the type of app to create.

Accepted Values:

• Processed-Based App - Creates a process-based app.
• Form-Based App - Creates a form-based app.

Default Value:

Process-Based App

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

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

Select Data Source

Function:

Specifies the primary data source your app uses to store and retrieve data.

Accepted Values:

• AgilePoint Data Entities - Configures an entity in AgilePoint NX Data Entities for your data source.
• Database - Configures a database as your data source.
• SharePoint - Configures a SharePoint list as your data source.
• Salesforce - Configures a Salesforce entity as your data source.
• Excel Table - Configures a Microsoft Excel table as your data source.

Default Value:

AgilePoint Data Entities

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

Custom Entities Only

Function:

Specifies whether to show only custom entities in the Primary Entity list.

Accepted Values:

• Selected - Shows only the custom entities in the Primary Entity list.
• Deselected - Shows both standard entities and custom entities in the Primary Entity list.

Default Value:

Selected

Accepts Process Data Variables:

No

Primary Entity

Function:

Specifies the AgilePoint NX entity from which your form collects data.

Accepted Values:

The AgilePoint NX entity from the list.

Default Value:

AgilePoint NX entities.

Accepts Process Data Variables:

No

Show Internal Fields

Function:

Specifies whether to show the internal names of default entity fields from AgilePoint Data Entities.

Accepted Values:

• Selected - Shows the internal names of default entity fields.
• Deselected - Does not show default entity fields.

Default Value:

Deselected

Check box

Function:

Specifies the fields to use on your form.

Accepted Values:

• Selected - Your form contains the field.
• Deselected - The field does not show on your form.

Default Value:

Selected

Display Name

Function:

Shows the fields associated with an entity.

Accepted Values:

Read only.

Data Type

Function:

Shows the data type of a field.

Accepted Values:

Read only.

Required

Function:

Specifies whether the field is required.

Accepted Values:

Read only.

Unique

Function:

Shows whether a duplicate value is permitted in the field.

Accepted Values:

Read only.

Checkbox

Function:

Specifies the related entities to use on your form.

Accepted Values:

• Selected - Your form contains related entity.
• Deselected - Your form does not use the related entity.

Default Value:

Deselected

Display Name

Function:

Shows the entities that have relationships with the primary entity.

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:

Read only.

Data Type

Function:

Shows the data type of an entity.

Accepted Values:

Read only.

Required

Function:

Specifies whether the related entity is required.

Accepted Values:

Read only.

Unique

Function:

Shows whether a duplicate value is permitted in the related entity.

Accepted Values:

Read only.

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.

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.