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[Forms to APEX] Creating the APEX Application

Monica Godoy
Principal Product Manager

In my last blog post, Creating a Migration Project, I showed you different options to replicate your Forms functionality using APEX. Some can have a similar UI, but some can be totally different, the objective is to show you the options for these sample forms and then you can get an idea to modernize your own Forms Application.
Depending on your requirements you can take advantage of this modernization to update also the business rules, not just the screens. Because this is not a trivial process, so it's the right moment to review the business logic and check what you need to update or remove.

Having said that, let's focus on creating the APEX Application. You have three options from the wizard to create it:

  • New Application: Add pages on existing data, select application features, set your theme, and configure other options such as Authentication Scheme.
  • From a File: Upload a CSV, XLSX, XML or JSON file, or copy and paste data, then create your application.
  • Productivity App: Install one of many included Sample and Productivity Apps from the App Gallery.

In this example, the best option is New Application because you already have the database objects and data. Then, you can add some pages to your application, select the features and settings.
Keep in mind that after you create your application, you will be able to:

  • Add more pages.
  • Edit or delete any page.
  • Edit any feature or setting defined previously.

In the video I will show you how to create the APEX Application:

Customers Form

Now, let's review the benefits of each option.

  • Empower end-users to search and filter customers by multiple facets, such as Region, Name, City, Country, and Sales Representative.
  • Depending on filter settings, the facet result counts are dynamic.
  • Create/Update/Delete customers in a modal page.

  • Allow end-users to interact with Customer Report to meet their own reporting requirements.
  • End-users can select the columns they need and add filters, computations, aggregations, highlights, and breaks.
  • End-users can also define charts, group by and pivot reports based on the data.
  • End-users can download the data and save their customized report.
  • Create/Update/Delete customers in a modal page.

  • End-users can view the customers by Country.
  • End-users can collapse or expand the tree.
  • Create/Update/Delete customers in a modal page.

Orders Form

  • Allow end-users to interact with Orders and Items Grids in a single master-detail page; by selecting an order the items will be refreshed.
  • End-users can select the columns they need and add filters, aggregations, highlights, and breaks.
  • End-users can also define charts and group based on the data.
  • End-users can download the data and save their customized report.
  • Create/Update/Delete orders and items utilizing editable Interactive Grids.

  • Allow end-users to search the orders by the date ordered or payment type.
  • Allow end-users to query the data in a single master-detail page.
  • Create/Update/Delete orders and items utilizing modal edit windows.

  • Allow end-users to interact with the Orders Report and it drills down to a page where the Order data is a standard form, and the items data is an editable Interactive Grid.
  • End-users can select the columns they need and add filters, computations, aggregations, highlights, and breaks in Orders Report.
  • End-users can also define charts, group by and pivot reports based on the Orders data.
  • End-users can download the data and save their customized Orders report.
  • End-users can go to the previous or next order on the detail page.
  • Create/Update/Delete orders utilizing a standard form.
  • Create/Update/Delete items utilizing an editable Interactive Grid.

  • Empower end-users to search and filter the orders by multiple facets, such as Sales Representative, Customer, Payment Type, Order Filled, and Total.
  • Depending on filter settings, the facet result counts are dynamic.

Depending on your requirements you can decide which of these options suits you best.

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