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

Prerequisites

• A process-based app.​

Good to Know

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

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

Prerequisites

• An eForm for your app is open in eForm Builder.

  For more information, refer to eForm Builder screen.

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Good to Know

• This step is required only if an eForm is already opened in eForm Builder.

Procedure

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

   
   
   

Next, validate, save, and check in a process model.

Prerequisites

• A process model for your app is open in Process Builder.

  For more information, refer to Process Builder.

  ​

Good to Know

• This step is required only if a process model is already opened in Process Builder.

Procedure

1. On the Process Builder screen, click Validate.
   • If there are no errors in your process, the message Process model validated successfully shows.
   • If there are errors, fix the errors in the Error List.

   
   
   

2. Click Save > Save and Check In.

   
   
   

Next, check in a process-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 process model, or eForm by deselecting all other files.

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 Check In .

   
   
   

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

   
   
   

3. Click Check In.

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

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 Publish .

   
   
   

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

   In this example, the app name is Sales Invoice.

   
   
   

3. In the Version field, enter the version number to give the app.

   
   
   

4. In the Description field, enter your comments for the version.

   
   
   

5. Click Publish.