Create an eForm for a Salesforce Form-Based App

Video: Form-Based App with Salesforce

Prerequisites

• AgilePoint NX OnDemand (public cloud), or AgilePoint NX Private Cloud or AgilePoint NX OnPremises v7.0 or higher.

Good to Know

• 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.

   
   
   

2. Do one of these:
   • Create a Form-Based App with a Salesforce Entity (Classic).
   • Open a form-based app.

     For more information, refer to (Example) Open and Check Out a Form-Based App.

3. On the App Explorer screen, on the My App pane, under your form-based app, click App Model & Resources > Forms > New Form.

Procedure

1. In the right pane, double-click your form name.
2. On the eForm Builder screen, on the Data Model pane, drag a entity field onto your eForm.
3. Configure form control as necessary.

   For more information, refer to eForm Controls.