Create a Form-Based Application with a Salesforce Entity

To create a form-based application that uses a Salesforce entity as its data source, do the procedure in this topic.

Good to Know

How to Start

  1. Click Build Apps .


Procedure

  1. On the Application Type screen, select Form Based Application.


  2. Click Next.
  3. On the New Application screen, complete these fields:


    Field Name Definition

    Application Name

    Function:
    Specifies a name for your application.
    Accepted Values:
    One line of text that can have spaces.
    Default Value:
    None

    Language

    Function:
    Specifies the language for your application.
    Accepted Values:
    A language from the list.
    Default Value:
    None
    Accepts Process Data Variables:
    No

    Application Description

    Function:
    An optional description for your application.
    Accepted Values:
    More than one line of text.
    Default Value:
    None
  4. Click Next.
  5. On the Select Primary Data Source screen, select Salesforce .


  6. Click Next.
  7. On the Salesforce Configuration screen, click the Configuration tab.


  8. On the Configuration tab, in the Data Source Name field, enter a custom name for your Salesforce repository.
  9. In the Salesforce list, select your Salesforce access token.

    To create a new access token, click Add Token . For more information, refer to Create an Access Token for Salesforce.

  10. (Optional) Complete this field as necessary.
    Field Name Definition

    Custom Entities Only

    Function:
    Specifies whether to show only Salesforce custom entities in the Primary Entity Name list.
    Accepted 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 Process Data Variables:
    No
  11. In the Primary Entity Name list, select an entity that you want your form to collect data.
  12. (Optional) Complete this field as necessary.
    Field Name Definition

    Use Logged in User Credentials

    Function:
    Specifies whether to use the credentials for the authenticated form user to submit the form data to Salesforce.
    Accepted Values:
    • Selected - Uses the credentials of the authenticated form user to submit the form data to Salesforce.

      Only use this option in these conditions:

      • Your organization uses Salesforce authentication for AgilePoint NX.
      • Your form users have permissions to submit data to your Salesforce entity that is associated with the form-based application.
    • Deselected - Uses the access token credentials you select in the Salesforce field on the Salesforce Configuration screen > Configuration tab to submit an entity to Salesforce.
    Default Value:
    Selected
    Accepts Process Data Variables:
    No
  13. Click the Fields tab.


  14. On the Fields tab, select the fields you want your form to contain.
  15. Click the Related Entity tab.


  16. On the eForm Builder screen, in the Toolbox, open any tab.
  17. Drag a form control onto your eForm.
  18. On the Related Entity tab, select the related entities you want your form to contain..
  19. Click Finish.
  20. On the eForm Builder screen, configure your form as necessary.

    For more information, refer to eForm Builder.