Create a Form-Based Application with an AgilePoint NX Data Entity

To create a form-based application that uses an entity in AgilePoint NX Data Entities as its data source, do the procedure in this topic.

Video

Examples

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 Data Entities .


  6. Click Next.
  7. On the AgilePoint Data Entity Configuration screen, click the Configuration tab.


  8. On the Configuration tab, in the Data Source Name field, enter a custom name for your Data Entities repository.
  9. (Optional) Complete this field as necessary.
    Field Name Definition

    Custom Entities Only

    Function:
    Specifies whether to show only custom entities in the Primary Entity Name list.
    Accepted Values:
    • Selected - Shows only the custom entities in the Primary Entity Name list.
    • Deselected - Shows both standard entities and custom entities in the Primary Entity Name list.
    Default Value:
    Deselected.
    Accepts Process Data Variables:
    No
  10. In the Primary Entity Name list, select an entity that you want your form to collect data.
  11. Click the Fields tab.


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


  14. On the Related Entity tab, select the related entities you want your form to contain.
  15. Click Finish.
  16. On the eForm Builder screen, configure your form as necessary.

    For more information, refer to eForm Builder.