Form-Based App with Widget Form

Background and Setup

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.

Configures the type of app to create.

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

Configures the basic information for your app.

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

Specifies the type of the form to create.

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

Configures the basic settings for a widget form.

Field Name	Definition
Form Name	Description: A name for your form. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Default Value: None Accepts Variables: No Example: Refer to: (Example) Create an eForm to Start the Process (Create Absence Request) (Example) Create an eForm (Set Available Leave Hours) (Example) Create an eForm (Manager Approval)
Description	Description: A description for your form. Allowed Values: More than one line of text. Default Value: None Accepts Variables: No

Configures the optional features for your form-based app.

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.

Configures the permission groups for an app.

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.