Apex Forms Concepts

The easy to understand concepts that make Apex Forms a powerful forms configuration tool
Written by Nick Laughton
Updated 1 year ago

There are 7 key concepts in Apex Forms: Processes, Forms, Sections, Fields, Functions, Types and Toolkits.

Processes

A process helps people consistently gather, review and act on information. Processes are built and managed in BAW.

Forms

A process has one or more forms. A form is a page used to enter or review information. A form can represent a complete action (submit or approve for example) or can be used be used with other forms to create a multi-step action (review cart, shipping information, billing information and confirm order for example). A form is specific to a process - sharing forms across processes is a planned future enhancement.

Sections

A form has one or more sections.  A section is a portion of the page that groups information together.  A section typically has a heading and contains a number of fields.  A section can be read-only to present information that should not be changed and it can be conditionally hidden based on information in the process or form. A section can be specific to a form or shared across multiple forms.

Fields

A section has one or more fields.  A field presents different types of information (text field, date field and select field for example) or lets the user interact with the page (raised button and icon button for example).  A field can be read-only to present information that should not be changed or it can be conditionally hidden based on information in the process.  A field can be specific to a form or shared across multiple forms.  The available field types can customized by your development team.

Functions

A function is a snippet of script that can be executed to perform validations or actions while using a form in a process. Functions can also be used in the expression builder to build rules that are applied on a field or section.  The list of available functions can be customized by your development team.

Types

A type is a declaration that describes a variable from the process flow diagram found in BAW. It is a basic building block for fields and sections and is linked to business objects in BAW.

Toolkits

A toolkit is a packaged container of components from the BAW application that holds objects and services used in a BAW Application. Toolkits are usually a grouping of related objects packaged together to allow for easier sharing and implementation of common functionality.

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