Form-Based App with SharePoint 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 retrieve data from SharePoint 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
SharePoint	Description: Specifies the access token that connects to your SharePoint site. Allowed Values: A list of access tokens configured for your environment. Default Value: None Accepts Variables: No Example: Refer to: (Example) Create a SharePoint Access Token
Site URL	Description: Specifies the URL for your SharePoint site. Allowed Values: A valid SharePoint site URL. Default Value: None Accepts Variables: No Example: http://[machine name]:[port]/sites/[site name] Note: You must include the /sites in the Site URL for the site to be created successfully.
List Name	Description: Specifies the name of your SharePoint list. Allowed Values: The name of your SharePoint list. Default Value: None Accepts Variables: No

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

Specifies the fields from your SharePoint list to use in your eForm.

Prerequisites

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

Fields

Field Name	Definition
Check box	Description: Specifies whether to show a SharePoint field on your form. Allowed Values: Selected - Your form contains the SharePoint field. Deselected - The SharePoint field does not show on your form. Default Value: Selected Example: Refer to: (External) Form Based Apps – SharePoint Data Source
Display Name	Description: Shows the fields in your SharePoint list. Allowed Values: Read only.
Data Type	Description: Shows the data type of a SharePoint field. Allowed Values: Read only.
Required	Description: Specifies whether the value is required in the SharePoint field. Allowed Values: Read only.
Unique	Description: Shows whether a duplicate value is permitted in the SharePoint field. Allowed Values: Read only.

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

Specifies the SharePoint list relationships to use in a form-based app.

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
Check box	Description: Specifies whether to use the SharePoint list relationship on your form. Allowed Values: Selected - Your form uses the relationship. Deselected - Your form does not use the relationship. Default Value: Deselected Example: Refer to: (External) Form Based Apps – SharePoint Data Source
Display Name	Description: Shows other SharePoint lists that have relationships with SharePoint parent 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: Read only.
Data Type	Description: Shows the data type of your SharePoint list. 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.