eForm Widget screen

Shows an eForm on a custom page.

Figure: eForm Widget screen

eForm Widget screen

Video: Page Builder Overview

Video: Use a Form-Based App to Create a Widget (Modern)

Examples

  • (Example) eForm Widget in Page Builder
  • 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

Good to Know

  • You can use more than one eForm on your page.

How to Start

  1. Open the Custom Page Design screen.

    For information about how to open this screen, refer to Custom Page Design screen.


    Open Custom Page
  2. Click Add Widget.

    Custom Page Design screen
  3. On the Pick A Widget screen, on the Content tab, click eForm.

    Click eForm Widget

Fields

Field NameDefinition

App Type

Function:
Specifies the type of app to add on your widget.
Accepted Values:
Default Value:
None
Example:
Refer to:
Limitations:

App

Function:
Specifies the name of the app from the list.

This field shows both process-based app and form-based app.

To Open this Field:
  1. On the eForm Widget screen, in the App Type field, select one of these:
    • Process-Based App
    • Form-Based App
Accepted Values:
An AgilePoint NX app from the list.

When you select Process-Based App, this field shows all process-based app.

when you select Form-Based App, this field shows all form-based app.

Default Value:
None
Example:
Refer to:
Limitations:

The option to select an application type is available in these releases:

Process

Function:
Specifies the name of the process model from the list.
To Open this Field:
  1. On the eForm Widget screen, in the App Type field, select Process-Based App.
  2. In the App field, select the app name.
Accepted Values:
The process model name from the list.

When you select the app, the process models associated with the app show in this field.

Default Value:
None
Example:
Refer to:
Limitations:

The option to select an application type is available in these releases:

Form View

Function:
Specifies the View form from the list .
To Open this Field:
  1. On the eForm Widget screen, in the App Type field, select Form-Based App.
  2. In the App field, select the app name.
Accepted Values:
A view form from the list.

When you select the app, all view forms associated with the app show in this field.

Default Value:
None
Limitations:

The option to select an application type is available in these releases:

Key

Function:
Specifies the unique key value for the process model name to show on your page.

To show an eForm on your page, do this after you publish your page:

  1. On your custom page, in the URL field in your web browser, enter ?[key value]=[process model name].
  2. To reload the page, click Enter.

    The page shows the first eForm in the process.

To Open this Field:
  1. On the eForm Widget screen, in the App Type field, select URL Query String.
Accepted Values:
One line of text (a string) with no spaces.
Default Value:
None
Limitations:

Title

Function:
Specifies the title for your eForm.

The title shows on the top of your eForm.

To Open this Field:
  1. Enable Show Title.
Accepted Values:
One line of text that can have spaces.
Default Value:
None

Hide Background

Function:
Specifies to hide the background of an eForm.
Accepted Values:
  • On - Shows the background of an eForm.
  • Off - Hides the background of an eForm.
Default Value:
Off

Add

Function:
Adds the widget to the custom page.