Process-Based App with an Existing Entity in AgilePoint NX Data Entities as the Data Source (Modern)
This topic explains how to create a process-based app with an existing entity in AgilePoint NX Data Entities as the data source in the Modern Add an App Experience.
Background and Setup
Video: Process-Based App (Modern)
Video: AgilePoint Platform Overview
Prerequisites
- 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 Process-Based App with AgilePoint Data Entities Data Source (Classic).
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 Process-Based App.
What type of app would you like to build? screen
Configures the type of app to create.

Fields
Field Name | Definition |
---|---|
App Type |
|
How will people identify your app? screen
Configures the basic information for your app.

Fields
Field Name | Definition |
---|---|
App Name |
|
Language |
|
Category |
|
Description |
|
How do you want to set up your process? screen
Configures the basic information for your process.

Fields
Field Name | Definition |
---|---|
Process Model Name |
|
Description |
|
Process Triggered By |
|
Number of Swimlanes |
|
Swimlanes Orientation |
|
Choose Theme |
|
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 process-based app.

Fields
Field Name | Definition |
---|---|
Select Data Source |
|
How do you want to set up your entity? > Configuration tab
Configures how to collect data from Data Entities for your process.

Fields
Field Name | Definition |
---|---|
Data Source Name |
|
Custom Entities Only |
|
Primary Entity | |
Save Data in Data Entities |
|
Save A Copy Of Data In AgilePoint NX |
|
How do you want to set up your entity? > Fields tab
Specifies the entity fields from entity.

Prerequisites
Fields
Field Name | Definition |
---|---|
Show Internal Fields |
|
Check box | |
Display Name | |
Data Type | |
Required |
|
Unique |
|
How do you want to set up your entity? > Related Entities tab
Specifies related entity to use in a process-based app.

Prerequisites
- Complete the How do you want to set up your entity? > Configuration tab.
- The Related Entity tab is available if the primary entity has a related entity.
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 |
---|---|
Check box |
|
Display Name |
|
Data Type | |
Required |
|
Unique |
|
Anything else right now? screen
Configures the optional features for your process-based app in the Modern Add an App Experience.

Fields
Field Name | Definition |
---|---|
Access Tokens |
|
Document Repositories |
|
Style Sheets | |
Groups and Roles |
|
Images |
|
JavaScript |
|
Who can access your app? screen
Configures the permission groups for an app.

Fields
Field Name | Definition |
---|---|
App Owners |
|
App Designers |
|
App Initiators |
|
Report Viewers |
|