InfoPath Configuration screen

Configures InfoPath form services for your data source.



How to Start

  1. In the Application Explorer, in the My Applications pane, expand [Application Name] > Processes.
  2. Click your process name.
  3. Do one of these:
    • In the content pane, double-click Schema.
      1. Select Schema.xsd
      2. Click Edit Edit icon.
    • In the content pane, double-click Process Model.
      1. Double-click your process.
      2. Click Form Data Form Data icon.
      3. On the Data screen, in the Data Source, click Edit Edit icon.
  4. On the Data Model screen, click Add Data Source Add Data Source icon.
  5. On the Select Primary Data Source screen, select InfoPath InfoPath icon.
  6. Click InfoPath Configuration InfoPath Configuration icon.

Fields

Field Name Definition

Data Source Name

Function:
Specifies a name for your data source.
Accepted Values:
One line of text with no spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
Refer to:

SharePoint (On Premises Access Token only)

Function:
Specifies the access token that connects to your SharePoint site.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Process Data Variables:
No
Example:
Refer to:

Add Token Add Token icon

Opens this Screen:
Access Token for SharePoint
Function of this Screen:
Configure an access token to connect to SharePoint.

Site URL

Function:
Specifies the URL for your SharePoint site.
Accepted Values:
A valid SharePoint site URL
Default Value:
None
Accepts Process Data Variables:
No
Example:

Library Name

Function:
Specifies the name of the SharePoint library to add a new link.
Accepted Values:
A valid SharePoint library name.
Default Value:
Links - Specifies the name of a SharePoint list template.

You can add a list of web pages to the link library that uses this template.

Accepts Process Data Variables:
No

File Name

Function:
Specifies the name of your InfoPath form file.
Accepted Values:
A valid file name.
Default Value:
None
Accepts Process Data Variables:
No

Select File

Function:
Lets you select an InfoPath file from your local file system.
To Open this Field:
On the InfoPath Configuration screen, click Local File tab.