Update InfoPath activity

An activity that changes the XML data in an InfoPath form.



Configure the Update InfoPath activity

To configure the Update InfoPath activity, do the procedure in this topic.

Good to Know

  • In most text fields, you can use process data variables as an alternative to literal data values.
  • You can configure whether this activity waits for other activities before it runs.

    For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?

  • Documentation for Integrations with Third-Party, External, or Open Source Technologies

    The highest priority for AgilePoint NX Product Documentation is accuracy. Whenever feasible, AgilePoint provides input details, business rules, or example values for third-party integrations. These can include any technology that is not native to AgilePoint NX, such as Salesforce, Active Directory, or REST. However this information is subject to change without notice to AgilePoint. Because we can not guarantee the accuracy of this information, the details provided for third-party product input values, as well as examples for third-party product integrations, are limited in the AgilePoint documentation. It is the responsibility of third-party vendors to provide documentation related to these aspects of their software and services.

    For examples of use case implementations or configuration field input values for third-party products, AgilePoint recommends these resources:

    • AgilePoint Community Forums - An AgilePoint-moderated, crowd-sourcing user forum where you can ask questions about specific techniques, the solutions to use cases, workarounds, or other topics that may not be covered in the Product Documentation.
    • Professional Services - If you can not find the information you need for your specific business problem, mentoring is available through AgilePoint Professional Services.
    • Personalized Training - AgilePoint can provide personalized training for your organization. To request personalized training, contact AgilePoint Sales.
    • Third-Party Vendor Documentation - Whenever feasible, AgilePoint provides links to third-party vendor documentation.

      This does not include technology standards or protocols, such as JavaScript, REST, or FTP. Resources for these technical standards are publicly available on the Internet.

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, go to the Activity Library, and open the SharePoint SharePoint icon tab.
      2. On the SharePoint SharePoint icon tab, drag the Update InfoPath Update InfoPath icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

Procedure

  1. Complete the fields on the General Configuration screen.

    For more information, refer to Configure General Options for a System Activity.

  2. Click Update InfoPath Update InfoPath icon.
  3. Configure Update InfoPath Configuration screen.

    For more information, refer to Change the Data in an InfoPath Form.

  4. (Optional) Click Advanced Advanced icon > E-mail Notifications E-mail Notifications icon.

    For more information, refer to Configure E-mail Notifications for Any Activity.

General Configuration

Specifies the common information for a system activity.

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:
Refer to:

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

Update InfoPath Configuration > Configuration tab

Specifies the XML data to change in an InfoPath form.

Screen



Fields

Field Name Definition

SharePoint

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

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

Form Library

Function:
Specifies the SharePoint library with the InfoPath form.
Accepted Values:
A valid SharePoint form library.
Default Value:
None
Accepts Process Data Variables:
Yes

Folder Name

Function:
Specifies the name of your SharePoint folder.
Accepted Values:
The name of your SharePoint folder
Default Value:
None
Accepts Process Data Variables:
Yes

InfoPath File Name

Function:
Specifies the name of your InfoPath form file.
Accepted Values:
A valid file name.
Default Value:
${DocName}
Accepts Process Data Variables:
Yes

Update InfoPath Configuration > SharePoint List tab

Specifies the XML data to change on an InfoPath form.

Screen



Fields

Field Name Definition

InfoPath XPath Name

Function:
Specifies the name of the XML data element of the InfoPath form to set a new value.
Accepted Values:
A valid data element in the XML.
Default Value:
None
Accepts Process Data Variables:
Yes

Value

Function:
The new value for the XML data element of the InfoPath form.
Accepted Values:
A value that is valid for the InfoPath field or SharePoint column.
Default Value:
None
Accepts Process Data Variables:
Yes

Add Add icon

Function:
Creates a row that lets you add the name and value of the XML data element of the InfoPath form.

Delete Delete icon

Function:
Deletes the row.