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DOCUMENTATION (v6.x-7.x)
Current Documentation (v8.0 or Higher)
TRAINING VIDEOS COMMUNITY
Build Apps
  • App Builder
  • Process Builder
  • eForm Builder
  • Data Entities
  • Access Tokens
  • Examples
  1. Home
  2. Process Builder

    Create processes to use in applications

  3. Process Builder Procedures
  4. Document
  • Process Builder

    Create processes to use in applications

    • Process Activities
    • Process Builder Procedures
      • (Example) Create and Run a Process-Based Application
      • Basic Steps to Create and Run a Process-Based Application
      • Create a Process
      • Open a Process
      • Add an Activity to a Process
      • Delete an Activity from a Process
      • Configure General Options for a System Activity
      • Create an eForm in a Process
      • Start a Process
      • Validate a Process
      • Change the Name of a Process
      • Configure the Properties for a Process
      • Create a New Task Form
      • Configure Data Tracking
      • Change a Theme for your Process
      • Configure the Naming Convention for Instances of a Process
      • Configure the Names of the Tasks in a Process
      • Create a Report with Process Information
      • Create a Timer for an Activity
      • Validate the Rules in a Process
      • Find an Activity in the Process
      • Clone a Process Model
      • Variables (Process Data Variables)
      • Schema Mapper
      • Human Tasks and Forms
      • Notifications
      • Active Directory
      • AgilePoint Data Entities
      • Bot Services
      • Cognitive Services
      • Common
      • Database
      • Document
        • Generate a Barcode Image
        • Read a Barcode Image
        • Create a Microsoft Word or PDF File
        • Create a Microsoft PowerPoint File
        • Configure General Options for the Document Transfer Activity
        • Move Files and Folders from One Storage Location to a Different Location
        • Change a File to PDF Format
        • Read Data from an Excel File
        • Write Data in an Excel File
        • Read a JSON File
        • Read a XML File
      • Extender
      • Machine Learning
      • Microsoft Azure IoT
      • NetSuite
      • Power BI
      • Salesforce
      • SAP
      • SharePoint
      • Utilities
      • Web Services
    • Process Builder Screens

Document

This section gives procedures to use the Process Builder activities on the Document tab.

  • Generate a Barcode Image
  • Read a Barcode Image
  • Create a Microsoft Word or PDF File
  • Create a Microsoft PowerPoint File
  • Configure General Options for the Document Transfer Activity
  • Move Files and Folders from One Storage Location to a Different Location
  • Change a File to PDF Format
  • Read Data from an Excel File
  • Write Data in an Excel File
  • Read a JSON File
  • Read a XML File
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This Page Applies To: AgilePoint NX v6.0, v6.0 SP1, v7.0


Links and navigation for this documment were updated March 1, 2021.

Content for this documment was last updated May 12, 2020.

This is the final planned update to the Product Documentation for versions lower than AgilePoint NX v8.0.

For AgilePoint NX v8.0 or higher, or to get the latest updates, search the Documentation Portal.


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Troubleshooting (Current)

Examples

Process Activities

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Data Entities

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