eForm Widget screen

Shows an eForm on a custom page.

Figure: eForm Widget screen

eForm Widget screen

Video: Page Builder Overview

Video: Use a Form-Based App to Create a Widget (Modern)

Examples

  • (Example) eForm Widget in Page Builder
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Prerequisites

Good to Know

  • You can use more than one eForm on your page.

How to Start

  1. Open the Custom Page Design screen.

    For information about how to open this screen, refer to Custom Page Design screen.


    Open Custom Page
  2. Click Add Widget.

    Custom Page Design screen
  3. On the Pick A Widget screen, on the Content tab, click eForm.

    Click eForm Widget

Fields

Field NameDefinition

App Type
Description:
Specifies the type of app to add on your widget.
Allowed Values:
Default Value:
None
Example:
Refer to:
Limitations:

App
Description:
Specifies the name of the app from the list.

This field shows both process-based app and form-based app.

To Open this Field:
  1. On the eForm Widget screen, in the App Type field, select one of these:
    • Process-Based App
    • Form-Based App
Allowed Values:
An AgilePoint NX app from the list.

When you select Process-Based App, this field shows all process-based app.

when you select Form-Based App, this field shows all form-based app.

Default Value:
None
Example:
Refer to:
Limitations:

The option to select an application type is available in these releases:

Process
Description:
Specifies the name of the process model from the list.
To Open this Field:
  1. On the eForm Widget screen, in the App Type field, select Process-Based App.
  2. In the App field, select the app name.
Allowed Values:
The process model name from the list.

When you select the app, the process models associated with the app show in this field.

Default Value:
None
Example:
Refer to:
Limitations:

The option to select an application type is available in these releases:

Form View
Description:
Specifies the View form from the list .
To Open this Field:
  1. On the eForm Widget screen, in the App Type field, select Form-Based App.
  2. In the App field, select the app name.
Allowed Values:
A view form from the list.

When you select the app, all view forms associated with the app show in this field.

Default Value:
None
Limitations:

The option to select an application type is available in these releases:

Key
Description:
Specifies the unique key value for the process model name to show on your page.

To show an eForm on your page, do this after you publish your page:

  1. On your custom page, in the URL field in your web browser, enter ?[key value]=[process model name].
  2. To reload the page, click Enter.

    The page shows the first eForm in the process.

To Open this Field:
  1. On the eForm Widget screen, in the App Type field, select URL Query String.
Allowed Values:
One line of text (a string).

Not Accepted:

  • Spaces
Default Value:
None
Limitations:

eForm URL
Description:
Specifies the URL for the anonymous form to show on the page.
To Open this Field:
  1. On the eForm Widget screen, in the App Type field, select Anonymous URL.
Allowed Values:
One line of text (a string) in URL format.

To get the URL for an anonymous form, refer to:

Default Value:
None
Limitations:

This field is available in these releases:

Title
Description:
Specifies the title for your eForm.

The title shows on the top of your eForm.

To Open this Field:
  1. Enable Show Title.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
Default Value:
None

Hide Background
Description:
Specifies to hide the background of an eForm.
Allowed Values:
  • On - Shows the background of an eForm.
  • Off - Hides the background of an eForm.
Default Value:
Off

Add
Description:
Adds the widget to the custom page.