(Example) Save, Check In, and Publish a Form-Based App

This example shows how to save, check in, and publish 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) Save and Check In an eForm

First, save and check in an eForm if it is not saved.

Prerequisites

Good to Know

Procedure

  1. On the eForm Builder screen, click Save > Save and Check In.

    Save and Check In

Step 2: (Optional) Check In a Form-Based App

Next, check in a form-based app to commit the changes.

Good to Know

  • You can check in an app to unlock files so users can change them.
  • You can check in only one file, such as eForm, by deselecting all other files.

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 In Check In icon.

    Click Check In
  2. On the Check In Pending Changes screen, select the files to check in.

    Select Form Based App
  3. Click Check In.

Step 3: Publish a Form-Based App

Next, publish a form-based app so people can use it.

Good to Know

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 Publish Publish icon.

    Publish Form Based App
  2. On the Publish App screen, in the Label field, enter your app name.

    Publish Form Based App Enter Label
  3. In the Version field, enter the version number to give the app.

    Publish Form Based App Enter Version
  4. In the Description field, enter your comments for the version.

    Publish Form Based App Enter Description
  5. In the Default View field, select your default form view that shows on My Apps screen in Work Center.

    In this example, the default view is All CustomerRequests.


    Publish Form Based App Default View
  6. Click Publish.