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

This example shows how to save, check in, and publish a process-based app.

Background and Setup

Prerequisites

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.

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) Validate, Save, and Check In a Process

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

Prerequisites

Good to Know

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.

    Click Validate
  2. Click Save > Save and Check In.

    Save and Check In Process

Step 3: Check In a Process-Based App

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

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 process-based app, click Edit Edit icon.

    In this example, the app name is Sales Invoice.


    Click Sales Invoice 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 Files
  3. Click Check In.

Step 4: Publish a Process-Based App

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

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 process-based app, click Edit Edit icon.

    In this example, the app name is Sales Invoice.


    Click Sales Invoice app

Procedure

  1. On the App Details screen, click Publish Publish icon.

    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.


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

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

    Enter Description
  5. Click Publish.