(Example) Check Out and Open a Form-Based App

This example shows how to check out and open a form-based app.

Background and Setup

Prerequisites

Good to Know

  • This example uses the Customer Request app from the AgilePoint NX App Store. You can use a similar procedure for other​ form-based apps.

Step 1: (Optional) Check Out a Form-Based App

First, check out a form-based app.

Good to Know

  • If the files are checked out in an app, other users can not change them.

How to Start

  1. Click App Builder.

    Click App Builder
  2. On the App Builder Home screen, click All Apps.

    Click All Apps
  3. On the All Apps screen, on a form-based app, click Edit Edit icon.

    In this example, the app name is Customer Request.


    Select Form Based App

Procedure

  1. On the App Details screen, click Check Out Check Out icon.

    Select Form Based App
  2. On the Check Out App screen, select the files to check out.

    Select Files To Check Out
  3. Click Check Out.

Step 2: Open a Form-Based App

Next, open an eForm in a form-based app.

How to Start

  1. Click App Builder.

    Click App Builder
  2. On the App Builder Home screen, click All Apps.

    Click All Apps

Procedure

  1. On the All Apps screen, on a form-based app, click Edit Edit icon.

    In this example, the app name is Customer Request.


    Select Form Based App
  2. On the App Details screen, hover over the eForm, and click Edit Edit icon.

    Click Edit Form

    The eForm Builder screen shows.


    eForm Builder screen