App Detail screen

Home

Function:

Opens the App Builder Home screen.

Add New

Opens this Screen:

• Add Document Repository screen - Creates a document repository for an app.
• Add Lookup screen - Creates a lookup for an app.
• New Access Token screen - Creates an access token for an app.
• JavaScript screen - Creates a JavaScript for an app.
• Style Sheet screen - Creates a style sheet for an app.
• New Data Source screen - Creates a data source for an app.
• New Email Template Configuration screen - Creates an email template for an app.
• Translator screen - Creates an translator for an app.
• New Task Form screen - Creates a task for an app.
• New Process Model screen - Creates a process model for an app.
• New Microsoft Teams Template Configuration screen - Creates a Microsoft Teams template for an app.
• New Chatter Template Configuration screen - Creates a Chatter template for an app.
• Viva Engage Template Configuration screen - Creates a Viva Engage template for an app.
• New SMS Template Configuration screen - Creates a SMS template for an app.
• New Widget Form screen - Creates a widget form for an app.
• New View Form screen - Creates a View form for an app.

Rename

Opens this Screen:

Rename App screen

Function of this Screen:

Changes the name of an app.

Edit

Opens this Screen:

Edit App screen

Function of this Screen:

Changes the information about an app.

Delete

Function:

Deletes a process-based app or form-based app.

For more information, refer to:

• Delete App screen (Process-Based App)
• Delete App screen (Form-Based App)

Limitations:

When you delete an app, or application resource in App Builder, its associated data is also deleted from the workflow database.

For more information, refer to What Data Is Deleted When I Delete an App or Application Resource?.

Version

Opens this Screen:

Version History screen

Function of this Screen:

Shows all the versions of the specified app.

Example:

Refer to:

• The videos on this page

Check Out

Opens this Screen:

Check Out App Screen

Function of this Screen:

Locks the selected items so other app designers cannot change it.

Check In

Opens this Screen:

Check In Pending Changes Screen

Function of this Screen:

Saves all changes made to the application resource file since the last check in and unlocks the selected items so other app designers can change it.

Undo Check Out

Opens this Screen:

Undo Pending Changes screen

Function of this Screen:

Deletes all changes made to the application resources after the files were checked in.

Validate

Function:

Makes sure an app operates correctly.

Example:

Refer to:

• The videos on this page

Milestone

Opens this Screen:

Set Milestone screen

Function of this Screen:

Sets a milestone for an app.

Example:

Refer to:

• The videos on this page

Publish

Opens this Screen:

Publish App screen

Function of this Screen:

Publishes an app so people can use it.

Example:

Refer to:

• The videos on this page

App Dependencies

Opens this Screen:

App Dependencies screen

Function of this Screen:

Shows the list of shared resources that are used in an app. You can save or print the list and use it as a checklist when you import or migrate an app.

Limitations:

This field is available in these releases:

• AgilePoint NX OnDemand (public cloud)
• AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v8.0 or higher

Notify User

Opens this Screen:

Notify User screen

Function of this Screen:

Specifies the content of a notification to send users, groups, or roles about an app

Example:

Refer to:

• The videos on this page

Notify User

Opens this Screen:

Notify User screen (Form-Based App)

Function of this Screen:

Sends an email notification to the app designer or other specified recipients when a record is added, changed, or deleted in a form-based app

To Open this Field:

1. Select one of these forms:
   • New form
   • Update form
   • View form

Import

Opens this Screen:

Uploads an application resource from your local machine, and adds it to the app.

Export

Function:

Specifies whether to download the most recently checked in version of an app or a previous version of a published app.

The app saves as .Zip format to your local machine in the folder specified in your browser settings. The exported file has manifest.xml, dependencies.xml, and related JSON files which give necessary information about the app. You can use this file to import the app from one environment to another.

Limitations:

• Export a previous version of an app requires AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v6.0 SP1 Software Update 2 Hotfix 5 or higher.

Clone App

Opens this Screen:

Clone App screen

Function of this Screen:

Creates a copy of an app.

Permissions

Opens this Screen:

App Permissions Screen

Function of this Screen:

Specifies the permission groups for an app.

Example:

Refer to:

• The videos on this page

Copy Link

Function:

Copies the link for a widget form.

To Open this Field:

1. Select a widget form.

Default View

Function:

Sets the selected View form as the default view when you run the form-based app in Work Center.

To Open this Field:

1. Select a View form.

Offline

Opens this Screen:

Offline Screen

Function of this Screen:

Specifies to turn on offline mode for a form-based app.

Anonymous

Function:

Lets app designers use a form-based app with no authentication credentials.

Edit Theme

Opens this Screen:

Edit Theme screen (Form-Based App)

Function of this Screen:

Specifies a process theme to show on the My Apps screen in Work Center.

Summary Fields

Opens this Screen:

Summary Fields screen

Function of this Screen:

Lets app designers configure the summary fields for a process-based app.

Limitations:

This field is available in these releases:

• AgilePoint NX OnDemand (public cloud)
• AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v8.0 Software Update 1 or higher

Enable Collaborative Development

Function:

Lets app designers use collaborative development for the app.

Example:

Refer to:

• (Example) Open an App in a Collaborative Development Mode

Limitations:

This field is available in these releases:

• AgilePoint NX OnDemand (public cloud)
• AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v9.0 or higher

Disable Collaborative Development

Function:

App designers can not use collaborative development for the app.

To Open this Field:

1. Select Enable Collaborative Development .

Limitations:

This field is available in these releases:

• AgilePoint NX OnDemand (public cloud)
• AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v9.0 or higher

App Details

Function:

Shows information about the app, such as App Name, App Type, Primary Data Source, App Description, and App Category.

Limitations:

This field is available in these releases:

• AgilePoint NX OnDemand (public cloud)
• AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v9.0 or higher

Sort by

Function:

Specifies how to sort application resources on the screen.

Allowed Values:

• Name - Sorts application resources by file name.
• Modified Date - Sorts application resources by the last modified date.
• Type - Sorts application resources by file type.
• Relevance - Sorts application resources by groups such as Process Models and Forms.
• Ascending - Sorts application resources in ascending order.
• Descending - Sorts application resources in descending order.

Default Value:

Modified Date, Descending

View

Function:

Specifies whether to show application resources in a grid view.

Allowed Values:

• Grid View - Shows application resources in a grid view.
• Card View - Shows application resources in a card view.

Default Value:

Card View

Refresh

Function:

Updates the information on the screen.

New Window

Function:

Opens the App Details screen in a new tab.