Process-Based Application

Application Name

Function:

Specifies a name for your application.

Accepted Values:

One line of text that can have spaces.

Default Value:

None

Example:

Refer to:

• The videos on this page
• (Example) Create a Process-Based Application for an Absence Request
• (Example) Create and Run a Form-Based Application with AgilePoint NX Data Entities

Language

Function:

Specifies the language for your application.

Accepted Values:

A language from the list.

Default Value:

None

Accepts Process Data Variables:

No

Example:

Refer to:

• The videos on this page

Application Description

Function:

An optional description for your application.

Accepted Values:

More than one line of text.

Default Value:

None

Process Model Name

Function:

Specifies a name for your process.

Accepted Values:

One line of text that can have spaces.

Default Value:

None

Accepts Process Data Variables:

No

Example:

Refer to:

• The videos on this page
• (Example) Create a Process-Based Application for an Absence Request
• (Example) Create a Human Resources Leave Verification Subprocess

Description

Function:

A description for your process.

Accepted Values:

More than one line of text.

Default Value:

None

Accepts Process Data Variables:

No

Example:

Refer to:

• The videos on this page

Process Triggered By

Function:

Specifies what causes the process to start.

Accepted Values:

• eForms - The process starts when a user submits a form made with eForm
• External Forms - The process starts when a user submits a form that is made with a form technology other than eForms, such as Java or ASP.NET.
• Message/Event - The process starts when an e-mail account receives an e-mail, a specified event occurs.
• System Integration - A specified event happens in an external system, such as Salesforce or a database.
• Parent Process - The process is the child, or subprocess, to another process.

  If you create a process model in a process-based app that already has a process models, this is the only option.

  The limit of one parent process model in a process-based application was enforced in AgilePoint NX OnPremises v7.0 Software Update 1. In earlier releases, this was a limit according to the license, but the options in this list allowed more than one parent process.

• SharePoint - A specified event happens in SharePoint. For example, a user creates a list or list item.
• InfoPath Form Services (SharePoint on-premises) - A specified event happens in SharePoint On Premises. For example, a user submits a form.
• Salesforce - A specified event happens in Salesforce. For example, a user creates an entity.

Default Value:

eForms

Example:

Refer to:

• The videos on this page
• (Example) Create a Human Resources Leave Verification Subprocess

Limitations:

• For v7.0 and higher, the Salesforce option is available only for AgilePoint NX OnPremises or AgilePoint NX PrivateCloud.

Number of Swimlanes

Function:

Specifies a number of swimlanes to be added to the Process Builder screen to organize the steps in your process.

Accepted Values:

A number from 0 to 20.

Default Value:

1

Example:

Refer to:

• The videos on this page
• (Example) Create a Human Resources Leave Verification Subprocess
• (Example) Create a Process-Based Application for an Absence Request

Choose Theme

Opens this Screen:

Choose Process Model Theme

Function of this Screen:

Specifies a process theme.

Swimlanes Orientation

Function:

Specifies the direction for your swimlanes.

Accepted Values:

• Horizontal - Shows swimlanes from left to right.
• Vertical - Shows swimlanes from top to bottom.

Default Value:

Horizontal

Example:

Refer to:

• The videos on this page

Next

Opens this Screen:

• Process-Based Application with SharePoint Data Source
• Process-Based Application with Salesforce Data Source
• Process-Based Application with InfoPath Data Source

To Open this Field:

In the Process Triggered By list, select SharePoint, Salesforce or InfoPath Form Services.

Function of this Screen:

Configures SharePoint, Salesforce or InfoPath form services for your process

Theme

Function:

Specifies a process theme.

Accepted Values:

Theme 1 to Theme 50

Default Value:

None

Blank

Function:

Lets you create a new process-based app.

Database

Opens this Screen:

• Configuration tab for Database Data Source - Configures how to collect data from a database table for a process-based app.
• Fields tab for Database Data Source - Specifies the database columns to use in a process-based app.
• Related Entity tab for Database Data Source - Specifies the primary key / foreign key database table relationships to use in a process-based app.

Data Entity

Opens this Screen:

• Configuration tab for AgilePoint Data Entity Data Source - Configures how to collect data from Data Entities for your process.
• Fields tab for AgilePoint Data Entity Data Source - Specifies the entity fields from entity.
• Related Entity tab for AgilePoint Data Entity Data Source - Specifies related entity to use in a process-based app.

Limitations:

• AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 or higher.

Salesforce

Opens this Screen:

• Configuration tab for Salesforce Data Source - Configures how to collect data from Salesforce for your process.
• Fields tab for Salesforce Data Source - Specifies the fields from your Salesforce entity to use in your process-based app.
• Related Entity tab for Salesforce Data Source - Specifies related entity to use on your process for Salesforce.

Limitations:

• AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 or higher.

SharePoint

Opens this Screen:

• Configuration tab for SharePoint Data Source - Configures how to get data from SharePoint for your process.
• Fields tab for SharePoint Data Source - Specifies the fields from your SharePoint list to use in your process.
• Related Entity tab for SharePoint Data Source - Specifies the SharePoint list relationships to use in a process-based app.

Limitations:

• AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 Software Update 1 or higher.
• The application that uses SharePoint as a data source can only be accessed through the SharePoint Dashboard app or a SharePoint list. When you create a new list item, SharePoint uses the form-based application, instead of the default SharePoint list form.