Import Application activity

An activity that imports an application from an external data source to AgilePoint NX.


Import Application activity

Configure the Import Application activity

To configure the Import Application activity, do the procedure in this topic.

Good to Know

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the AgilePoint NX AgilePoint NX icon tab.
      2. On the AgilePoint NX AgilePoint NX icon tab, drag the Import Application Import Application icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

General Configuration

Specifies the basic settings for the Import Application activity.

Figure: General Configuration screen

General Configuration screen

Fields

Field Name Definition

Display Name

Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description

Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Source Repository

Specifies the original, or source, location type for your files.

Figure: Source Repository screen

Source Repository screen

Fields

Field Name Definition

Amazon S3 Amazon S3 icon

Function:
Specifies that Amazon S3 is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (Amazon S3) - Import Application.

Box Box icon

Function:
Specifies that Box is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (Box) - Import Application.

Dropbox Dropbox icon

Function:
Specifies that Dropbox is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (Dropbox) - Import Application.

File System File System icon

Function:
Specifies that the file system on the AgilePoint Server machine is the data source for the file.

To select your file in the source location, complete the fields on Source Repository Configuration (File System) - Import Application.

FTP FTP icon

Function:
Specifies that FTP is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (FTP) - Import Application.

Google Drive Google Drive icon

Function:
Specifies that Google Drive is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (Google Drive) - Import Application.

NetSuite NetSuite icon

Function:
Specifies that NetSuite is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (NetSuite) - Import Application.

OneDrive OneDrive icon

Function:
Specifies that OneDrive is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (OneDrive) - Import Application.

OneDrive For Business OneDrive For Business icon

Function:
Specifies that OneDrive for Business is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (OneDrive For Business) - Import Application.

Salesforce Salesforce icon

Function:
Specifies that Salesforce is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (Salesforce) - Import Application.

SFTP SFTP icon

Function:
Specifies that SFTP is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (SFTP) - Import Application.

SharePoint SharePoint icon

Function:
Specifies that SharePoint is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (SharePoint) - Import Application.

Import Application Configuration > Application

Specifies the configuration to import an application in AgilePoint NX.

Figure: Import Application Configuration > Application tab

Import Application Configuration Application tab

Fields

Field Name Definition

AgilePoint

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

Add Token Add Token icon

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

Publish Application After Importing?

Function:
Specifies if the demo application is published when the import is complete.
Accepted Values:
  • Deselected - Does not publish the application.
  • Selected - Publishes the application.
Default Value:
Deselected

Version Increment Count

Function:
Specifies the process data variable that gets the version number of the application.
To Open this Field:
  1. On the Import Application Configuration screen, in the Application tab, select Want to Publish Application After Importing.
Accepted Values:
A process data variable
Default Value:
None
Accepts Process Data Variables:
Yes

Description

Function:
An optional description for your application.
To Open this Field:
  1. On the Import Application Configuration screen, in the Application tab, select Want to Publish Application After Importing.
Accepted Values:
More than one line of text.
Default Value:
None

Import Application Configuration > Response

Specifies the configuration to get the details of the application and store the information in process data variables.

Figure: Import Application Configuration > Response tab

Import Application Configuration Response tab

Fields

Field Name Definition

AgilePoint

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

Add Token Add Token icon

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

Application ID

Function:
Specifies the process data variable that contains the application ID.
Accepted Values:
A process data variable that accepts a text string with no spaces or special characters.
Default Value:
None
Accepts Process Data Variables:
Yes

Application Type

Function:
Specifies the process data variable that contains the type of processes in your application.
Accepted Values:
A process data variable.

You can use Process Data screen to specify a process data variable.

Default Value:
None
Accepts Process Data Variables:
Yes

Application Internal Name

Function:
Specifies a process data variable that contains the internal, or technical, name of your application.
Accepted Values:
A process data variable that accepts an alphanumeric string with no spaces. It does not accept these special characters:
  • <
  • >
  • &
  • "
  • '
  • @
  • #
  • +
  • ?
  • ^
Default Value:
None
Accepts Process Data Variables:
Yes

Application Display Name

Function:
Specifies the process data variable that contains the name of your application that shows in the AgilePoint NX UI.
Accepted Values:
A process data variable that accepts an alphanumeric string that can have spaces.
Default Value:
None
Accepts Process Data Variables:
Yes

Status

Function:
Specifies the process data variable that contains the status of your application.
Accepted Values:
A process data variable that accepts an alphanumeric string with no spaces.
Default Value:
None
Accepts Process Data Variables:
Yes

Created By

Function:
Specifies the process data variable that contains the user name who created the application.
Accepted Values:
A process data variable in this format:
  • [domain name]\[user name]
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
MyDomain\Administrator

Created Date

Function:
Specifies the process data variable that contains the date the application was created.
Accepted Values:
A process data variable that accepts an alphanumeric string in date-time format.
Default Value:
None
Accepts Process Data Variables:
Yes