DOCUMENTATION (v8.x)

Current Documentation (v9.0 or Higher) v6.x-v7.x Documentation

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

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

Background and Setup

Video: Create Your First App

Examples

(Example) Create a Process-Based App (Modern)
Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Prerequisites

Rules for Using Microsoft Excel Files with AgilePoint NX.
On the App Builder Process Designer Settings screen, set Default App Wizard Experience to Classic.
AgilePoint NX OnDemand (public cloud), or AgilePoint NX Private Cloud or AgilePoint NX OnPremises v8.0 or higher.

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 Process-Based App with Microsoft Excel as the Data Source (Modern).

How to Start

Sign in to AgilePoint NX..
Click App Builder.
On the App Explorer screen, click Add App.
On the App Type screen, click Process-Based App.
Click Next.
On the New App screen, complete the fields, and click Next.

.
On the New Process Model screen, complete the fields, and click Next.

.
On the Select Primary Data Source screen, select Microsoft Excel .
Click Next.

Repository screen

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

Repository screen — Figure: 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 process-based app.

Excel Table Configuration Configuration tab — Figure: Excel Table Configuration > Configuration tab

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	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 Example: Refer to: (Example) Create and Run a Form-Based App with AgilePoint NX Data Entities (External) Form Based Apps – SharePoint Data Source
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 process. 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 process-based app.

Excel Table Configuration Fields tab — Figure: Excel Table Configuration > Fields tab

Prerequisites

Complete the Excel Table Configuration screen > Configuration tab.

Fields

Field Name	Definition
Check box	Function: Specifies the Microsoft Excel columns to use in your process. Accepted Values: Selected - Your process uses the Excel column. Deselected - The Excel column does not show in your process. 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.