Process-Based Application with InfoPath Data Source

Configures InfoPath form services for your process.

Figure: InfoPath Configuration screen

InfoPath Configuration screen

Video: Create Your First App

Video: Create a New AgilePoint NX App

Examples

Good to Know

  • When you create a new application, the first version is automatically checked in.

How to Start

  1. Sign in to AgilePoint NX.
  2. Click Build Apps Build Apps icon.

    Build Apps icon
  3. On the Application Explorer screen, click Add App.

    Add App button
  4. On the Application Type screen, click Process-Based Application.

    Add App button
  5. Click Next.
  6. On the New Application screen, complete the fields, and click Next.

    New Application screen
    .
  7. On the New Process Model screen, in the Process Model Name field, specify a name for your process.

    New Process Model screen
  8. In the Process Triggered By field, select InfoPath Form Services (SharePoint On Premises).

    New Process Model screen
  9. Click Next.

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.
Example:
Refer to:

Site
Function:
Specifies the URL for your SharePoint site.
Accepted Values:
A valid SharePoint site URL.
Default Value:
None
Accepts Process Data Variables:
Yes
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

Automatically synchronize data between SharePoint and AgilePoint server
Function:
Lets you synchronize data between SharePoint and the AgilePoint Server for your process.

This is applicable only for AgilePoint PrivateCloud (on-premises) environment.

Accepted Values:
  • Selected - Synchronizes data between SharePoint and AgilePoint Server.
Default Value:
Selected

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.