Form-Based App with Salesforce as the Data Source

Background and Setup

Prerequisites

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

Good to Know

After you create a form-based app, you cannot change the app to use a different data source. For example, you can not change a form-based app to use a different entity or SharePoint list than the one specified when the app was created. This limitation also applies to cloned apps. That is, you cannot clone a form-based app, and then change the data source in the cloned app.
Once configured, the primary data source in a data source bound app cannot be deleted. Deleting the primary data source can lead to unexpected behavior or errors in your app because it is the main source of data for the app.

How to Start

Click App Builder.
On the App Builder Home screen, click Add App.
On the What type of app would you like to build? screen, click Form-Based App.

What type of app would you like to build? screen

Configures the type of app to create.

Fields

Field Name	Definition
App Type	Description: Specifies the type of app to create. Allowed Values: Processed-Based App - Creates a process-based app. Form-Based App - Creates a form-based app. Default Value: Process-Based App

How will people identify your app? screen

Configures the basic information for your app.

Fields

Field Name	Definition
App Name	Description: Specifies a name for your app. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Default Value: None
Language	Description: Specifies the language for your app. Allowed Values: A language from the list. Default Value: None Accepts Variables: No
Category	Description: Specifies a category for your app. Allowed Values: A category from the list. The category list comes from Tenant Settings > Categories tab. Default Value: None
Description	Description: An optional description for your app. Allowed Values: More than one line of text. Default Value: None
Enable Collaborative Development	Description: Specifies whether app designers can use collaborative development to work on the app. Allowed Values: Selected - App designers can use collaborative development to work on the app. Deselected - Collaborative development is not enabled for the app. Only one user at a time can check out the files for the app. Default Value: Deselected 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

Do you want create widget Form (not typical) screen

Specifies the type of the form to create.

Do you want create widget From screen — Figure: Do you want create widget Form (not typical) screen

Fields

Field Name	Definition
Widget Form	Description: Specifies whether to create a widget form that can show information on a custom page in Page Builder. Allowed Values: Not Required - Creates a standard form-based app, which can not be used in a widget. Yes, Create Widget Form - Creates a widget form to show information based on lookups. Widget forms can only be used in Page Builder. Default Value: Not Required

Where do you want to store the data for your app? screen

Specifies to store and retrieve the data from the data source for your form-based app.

Fields

Field Name	Definition
Select Data Source	Description: Specifies the primary data source your app uses to store and retrieve data. Allowed Values: AgilePoint Data Entities - Configures an entity in AgilePoint NX Data Entities for your data source. Database - Configures a database as your data source. SharePoint - Configures a SharePoint list as your data source. Salesforce - Configures a Salesforce entity as your data source. Excel Table - Configures a Microsoft Excel table as your data source. Default Value: AgilePoint Data Entities

Field Name

Definition

Select Data Source

Description:

Specifies the primary data source your app uses to store and retrieve data.

Allowed Values:

AgilePoint Data Entities - Configures an entity in AgilePoint NX Data Entities for your data source.
Database - Configures a database as your data source.
SharePoint - Configures a SharePoint list as your data source.
Salesforce - Configures a Salesforce entity as your data source.
Excel Table - Configures a Microsoft Excel table as your data source.

Default Value:

AgilePoint Data Entities

How do you want to set up your entity? > Configuration tab

Configures how to send and receive data from Salesforce for your eForm..

Fields

Field Name	Definition
Data Source Name	Description: Specifies a name for your data source. Allowed Values: One line of text (a string). Not Accepted: Spaces Default Value: None Accepts Variables: No
Salesforce	Description: Specifies the access token that connects to your Salesforce application. Allowed Values: A list of access tokens configured for your environment. Default Value: None Accepts Variables: No Example: Refer to: (Example) How to Get the Access Token Credentials from Salesforce
Custom Entities Only	Description: Specifies whether to show only Salesforce custom entities in the Primary Entity Name list. Note: The word entity on this screen refers to a container within your data model. For Data Entities or Salesforce, this container is called an entity. For a database, entity refers to a database table. For SharePoint Integration, entity refers to a SharePoint list. For Microsoft Excel, entity refers to an Excel table. Allowed Values: Selected - Shows Salesforce custom entities in the Primary Entity Name list. Deselected - Shows all Salesforce entities in the Primary Entity Name list. Default Value: Deselected Accepts Variables: No
Primary Entity Name	Description: Specifies the Salesforce entity from which you want your form to retrieve data. Note: The word entity on this screen refers to a container within your data model. For Data Entities or Salesforce, this container is called an entity. For a database, entity refers to a database table. For SharePoint Integration, entity refers to a SharePoint list. For Microsoft Excel, entity refers to an Excel table. Allowed Values: A Salesforce entity from the list. Default Value: None. When you select the Salesforce access token, the name of the entities show in the Primary Entity Name list. Accepts Variables: No
Use Runtime App User Credentials	Description: Specifies whether to use the credentials for the authenticated runtime app user to submit the form data to Salesforce. Allowed Values: Selected - Uses the credentials of the authenticated runtime app user to submit the form data to Salesforce. Only use this option in these conditions: Your organization uses Salesforce authentication for AgilePoint NX. Your runtime app users have permissions to submit data to your Salesforce entity that is associated with the form-based app. Deselected - Uses the access token credentials you select in the Salesforce field on the How do you want to set up your entity? > Configuration tab to send data to and from Salesforce. Default Value: Deselected Accepts Variables: No

How do you want to set up your entity? > Fields tab

Specifies the fields from your Salesforce entity to use in your form-based app.

Prerequisites

Complete the How do you want to set up your entity? > Configuration tab.

Fields

Field Name	Definition
Check box	Description: Specifies the fields to use on your form. Allowed Values: Selected - Your form contains the field. Deselected - The field does not show on your form. Default Value: Selected
Display Name	Description: Shows the fields associated with an entity. Allowed Values: Read only.
Data Type	Description: Shows the data type of a field. Allowed Values: Read only.
Required	Description: Specifies whether the field is required. Allowed Values: Read only.
Unique	Description: Shows whether a duplicate value is permitted in the field. Allowed Values: Read only.

How do you want to set up your entity? > Related Entities tab

Specifies related entity to use on your form for Salesforce.

Prerequisites

Complete the How do you want to set up your entity? > Configuration tab.
The Related Entity tab is available if the primary entity has a related entity.

Good to Know

The word entity on this screen refers to a container within your data model. For Data Entities or Salesforce, this container is called an entity. For a database, entity refers to a database table. For SharePoint Integration, entity refers to a SharePoint list. For Microsoft Excel, entity refers to an Excel table.

Fields

Field Name	Definition
Checkbox	Description: Specifies the related entities to use on your form. Allowed Values: Selected - Your form contains related entity. Deselected - Your form does not use the related entity. Default Value: Deselected
Display Name	Description: Shows the entities that have relationships with the primary entity. Note: The word entity on this screen refers to a container within your data model. For Data Entities or Salesforce, this container is called an entity. For a database, entity refers to a database table. For SharePoint Integration, entity refers to a SharePoint list. For Microsoft Excel, entity refers to an Excel table. Allowed Values: Read only.
Data Type	Description: Shows the data type of an entity. Allowed Values: Read only.
Required	Description: Specifies whether the related entity is required. Allowed Values: Read only.
Unique	Description: Shows whether a duplicate value is permitted in the related entity. Allowed Values: Read only.

Anything else right now? screen

Configures the optional features for your form-based app.

Fields

Field Name	Definition
Access Tokens	Opens this Screen: The configuration screen for your access token. The specific screen that shows depends on your access token type. For more information, refer to Access Tokens. Function of this Screen: Configures an access token.
Document Repositories	Opens this Screen: The configuration screen for your document repository. The specific screen that shows depends on your document repository type. For more information, refer to Document Repositories. Function of this Screen: Configures your document repository.
Style Sheets	Description: Uploads CSS files to change the look and feel of your eForms.
Groups and Roles	Description: Creates groups and roles for the access rights for an app.
Images	Description: Uploads image files to customize your app.
JavaScript	Description: Uploads JavaScript files to use in eForms.

Who can access your app? screen

Configures the permission groups for an app.

Fields

Field Name	Definition
App Owners	Opens this Screen: App Owners Function: Specifies the users and groups who are App Owners.
App Designers	Opens this Screen: App Designers (permission group) Function: Specifies the users and groups who are App Designers.
App Initiators	Opens this Screen: App Initiators Description: Specifies the users and groups who are App Initiators for an app. Limitations: Users and groups can only be assigned to the App Initiators permission group after an app is published.