Select Primary Data Source

Specifies the main data source for your application or process. You can connect to other data sources using process activities.

Figure: Select Primary Data Source screen

Select Primary Data Source screen

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.

Fields

Field Name Definition

SharePoint SharePoint icon

Opens this Screen:
SharePoint Configuration screen
Function of this Screen:
Configures a SharePoint list as your data source.

InfoPath InfoPath icon

Opens this Screen:
InfoPath Configuration screen
Function of this Screen:
Configures InfoPath form services for your data source.

Database Database icon
Opens this Screen:
Database Configuration screen
Function of this Screen:
Configures a database as your data source

Data Entity Data Entity icon
Opens this Screen:
AgilePoint Data Entities Configuration screen
Function of this Screen:
Configures an entity in AgilePoint NX Data Entities for your data source

Salesforce Salesforce icon
Opens this Screen:
Salesforce Configuration screen
Function of this Screen:
Configures a Salesforce entity as your data source