Form-Based App (Classic)

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

Background and Setup

Video: Form-Based App Overview (Classic)

Examples

Prerequisites

Good to Know

  • This topic applies to the classic Add an App experience. For the modern Add an App experience, refer to Modern Add An App Experience (Form-Based App).
  • 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

New App screen

Creates a form-based app.

Figure: New App screen

New App screen

Prerequisites

Fields

Field NameDefinition

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

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

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
Limitations:

This field is available in these releases:

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

Choose Theme
Opens this Screen:
Choose Process Model Theme
Function of this Screen:
Specifies a process theme.

Select Primary Data Source screen

Specifies the main data source for a form-based app.

Figure: Select Primary Data Source screen

Select Primary Data Source screen

Good to Know

  • In a form-based app, you can have only one data source.

    For example, you can use only one AgilePoint NX entity, one Salesforce entity, one database table, or one SharePoint list.

    This is different from a process-based app, where there is no limit on the number of data sources.

Fields

Field NameDefinition

SharePoint SharePoint icon
Opens this Screen:
Limitations:
Example:
Refer to:

Database Database icon
Opens this Screen:
Limitations:
  • AgilePoint does not support non-English characters in database table column names. These characters are supported:
    • Alphanumeric
    • Underscore
    • Space

Data Entities Data Entity icon
Opens this Screen:
Limitations:
Example:
Refer to:

Salesforce Salesforce icon
Opens this Screen:
Limitations:

Microsoft Excel Lync Notifications icon
Opens this Screen:
Repository screen
Function of this Screen:
Specifies the location of your Microsoft Excel file that contains the data in table format.
Limitations:

Widgets Only Widgets Only icon
Opens this Screen:
Form-Based App with Widget.
Function of this Screen:
Configures the basic settings for a widget form.
Limitations: