Process-Based App with Salesforce as the Data Source (Modern)

This topic explains how to create a process-based app with Salesforce as the primary data source in the Modern Add an App Experience.

Background and Setup

Prerequisites

Good to Know

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 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.

Figure: What type of app would you like to build? screen

What type of app would you like to build screen

Fields

Field Name Definition

App Type

Function:
Specifies the type of app to create.
Accepted Values:
Default Value:
Process-Based App

How will people identify your app? screen

Configures the basic information for your app.

Figure: How will people identify your app? screen

How will people identify your app screen

Fields

Field Name Definition

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

How do you want to set up your process? screen

Configures the basic information for your process.

Figure: How do you want to set up your process? screen

How do you want to set up your process screen

Fields

Field Name Definition

Process Model Name

Function:
Specifies a name for your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No

Description

Function:
A description for your process.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Process Triggered By

Function:
Specifies what causes the process to start.
Accepted Values:
  • eForms - The process starts when a user submits a form made with eForm
  • External Forms - The process starts when a user submits a form that is made with a form technology other than eForms, such as Java or ASP.NET.
  • Message/Event - The process starts when an e-mail account receives an e-mail, a specified event occurs.
  • System Integration - A specified event happens in an external system, such as Salesforce or a database.
  • Parent Process - The process is the child, or subprocess, to another process.

    If you create a process model in a process-based app that already has a process models, this is the only option.

    The limit of one parent process model in a process-based app was enforced in AgilePoint NX OnPremises v7.0 Software Update 1. In earlier releases, this was a limit according to the license, but the options in this list allowed more than one parent process.

  • SharePoint - A specified event happens in SharePoint. For example, a user creates a list or list item.
  • InfoPath Form Services - A specified event happens in SharePoint On Premises. For example, a user submits a form.
  • Salesforce - A specified event happens in Salesforce. For example, a user creates an entity.
Default Value:
eForms

Number of Swimlanes

Function:
Specifies a number of swimlanes to be added to the Process Builder screen to organize the steps in your process.
Accepted Values:
A number from 0 to 20.
Default Value:
1

Swimlanes Orientation

Function:
Specifies the direction for your swimlanes.
Accepted Values:
  • Horizontal - Shows swimlanes from left to right.
  • Vertical - Shows swimlanes from top to bottom.
Default Value:
Horizontal

Choose Theme

Function:
Specifies a process theme.

Where do you want to store the data for your app? screen

Specifies to store and retrieve the data from Salesforce data source for your process-based app.

Figure: Where do you want to store the data for your app? screen

Where do you want to store the data for your app screen

Fields

Field Name Definition

Select Data Source

Function:
Specifies the primary data source your app uses to store and retrieve data.
Accepted Values:
Default Value:
AgilePoint Data Entities

How do you want to set up your entity? > Configuration tab

Configures how to send and receive data from Salesforce for your process.

Figure: How do you want to set up your entity? > Configuration tab

Configuration tab

Fields

Field Name Definition

Data Source Name

Function:
Specifies a name for your data source.
Accepted Values:
One line of text with no spaces.
Default Value:
None
Accepts Process Data Variables:
No

Salesforce

Function:
Specifies the access token that connects to your Salesforce application.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Process Data Variables:
No
Example:
Refer to:

Custom Entities Only

Function:
Specifies whether to show only Salesforce custom entities in the Primary Entity Name list.
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:
  • Selected - Shows Salesforce custom entities in the Primary Entity Name list.
  • Deselected - Shows all Salesforce entities in the Primary Entity Name list.
Default Value:
Deselected
Accepts Process Data Variables:
No

Primary Entity Name

Function:
Specifies the Salesforce entity from which you want your process to retrieve data.
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 Salesforce entity from the list.
Default Value:
None.

When you select the Salesforce access token, the name of the entities show in the Primary Entity Name list.

Accepts Process Data Variables:
No

Save Data In Salesforce

Function:
Saves the application data in AgilePoint Salesforce.
Accepted Values:
  • Selected - Saves the data in Salesforce, in addition to the AgilePoint NX workflow database.
  • Deselected - Does not save the data in Salesforce.
Default Value:
Selected

Save A Copy Of Data In AgilePoint NX

Function:
Specifies whether to save the data in the AgilePoint NX workflow database.

When you select this field, you can deselect Autosave data in Salesforce field, and save the data only in the workflow database.

Accepted Values:
  • Selected - Saves the data in the AgilePoint NX workflow database, in addition to Salesforce.
  • Deselected - Saves the data in Salesforce, but not in the AgilePoint NX workflow database.
Default Value:
Deselected

Use Runtime App User Credentials

Function:
Specifies whether to use the credentials for the authenticated runtime app user to submit the form data to Salesforce.
Accepted Values:
  • Selected - Uses the credentials of the authenticated runtime app user to submit the form data to Salesforce.

    Only use this option in these conditions:

    • Your organization uses Salesforce authentication for AgilePoint NX.
    • Your runtime app users have permissions to submit data to your Salesforce entity that is associated with the form-based app.
  • Deselected - Uses the access token credentials you select in the Salesforce field on the How do you want to set up your entity? > Configuration tab to send data to and from Salesforce.
Default Value:
Deselected
Accepts Process Data Variables:
No

How do you want to set up your entity? > Fields tab

Specifies the fields from your Salesforce entity to use in your process-based app.

Figure: How do you want to set up your entity? > Fields tab

Fields tab

Prerequisites

Fields

Field Name Definition

Check box

Function:
Specifies the fields to use in your process.
Accepted Values:
  • Selected - Your process contains the field.
  • Deselected - The field does not show on your process.
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.

How do you want to set up your entity? > Related Entities tab

Specifies related entity to use on your process for Salesforce.

Figure: How do you want to set up your entity? > Related Entities tab

Related Entities tab

Prerequisites

Good to Know

Fields

Field Name Definition

Check box

Function:
Specifies the related entities to use on your process.
Accepted Values:
  • Selected - Your process contains the related entity.
  • Deselected - Your process 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.

Anything else right now? screen

Configures the optional features for your process-based app in the Modern Add an App Experience.

Figure: Anything else right now? screen

Anything else right now screen

Fields

Field Name Definition

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.

Who can access your app? screen

Configures the permission groups for an app.

Figure: Who can access your app? screen

Who can access your app screen

Fields

Field Name Definition

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.

Report Viewers

Opens this Screen:
Report Viewers tab
Opens this Screen:
Specifies the users and groups who are Report Viewers for an app.
Limitations:
Users and groups can only be assigned to the Report Viewers permission group for an app after the app is published.