(Example) Open an App in a Collaborative Development Mode

Prerequisites

• Two users have app designer permission for the same app.
• On the App Builder > Common screen (Settings), turn on Allow Collaborative Development For Apps.

Good to Know

• Collaborative development lets more than one app designer work on an app at the same time.
• A primary app designer is the first app designer to check out an app that has collaborative development enabled.
• A secondary app designer is an app designer who opens an app in collaborative development mode after it has been checked out by a different user.
• "Primary app designer" and "secondary app designer" are not permission groups, roles, or other types of security-related designation. These are informal terms that refer to the order users access an app for editing. Some app-related editing permissions are assigned depending upon whether the user checked out the app or not. These terms are not used in the AgilePoint NX UI.
• This example uses the Sales Invoice app from the AgilePoint NX App Store. You can use a similar procedure for other​ process-based apps.

Prerequisites

• You must have a app designer permissions for the app.

How to Start

1. Click App Builder.

   
   
   

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

   
   
   

3. On the All Apps screen, on a process-based app, click Edit .

   In this example, the app name is Sales Invoice.

   
   
   

Procedure

1. On the App Details screen, click Ellipses > Enable Collaborative Development .

   
   
   

How to Start

1. Sign in to AgilePoint NX as a user with app designer permissions for the Sales Invoice app.

   For more information, refer to Sign in to AgilePoint NX.

2. Click App Builder.

   
   
   

3. On the App Builder Home screen, click All Apps.

   
   
   

4. On the All Apps screen, on a process-based app, click Edit .

   In this example, the app name is Sales Invoice.

   
   
   

Procedure

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

   
   
   

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

   
   
   

3. Click Check Out.

Good to Know

• The following rules apply to collaborative development. These limitations exist because these actions change the app schema. If more than one user changes the app schema at a time, it would cause unrecoverable errors.
  • If the primary app designer checks out a process model, these actions are not allowed for other app designers within the process model:
    • Change the data model
    • Create or change a data source
  • If the primary app designer checks out an eForm, these actions are not allowed for for other app designers within the eForm:
    • Add a form control to the eForm
    • Add a form control to My Control Library
    • Map a data source
    • Change a View form in a form-based app

How to Start

1. Sign in to AgilePoint NX as a different user with app designer permissions for the Sales Invoice app.

   For more information, refer to Sign in to AgilePoint NX.

2. Click App Builder.

   
   
   

3. On the App Builder Home screen, click All Apps.

   
   
   

4. On the All Apps screen, on a process-based app, click Edit .

   In this example, the app name is Sales Invoice.

   
   
   

Procedure

1. Hover over the Sales Invoice Amendment eForm, and click Edit .

   
   
   

2. On the View Or Edit File screen, click Edit.