Choose Document Repository screen

Specifies your data source.

Video: Form Designer Overview

Examples

(Example) Configure a Document Transfer activity

Good to Know

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

How to Start

On the Application Explorer screen, do one of these:
- Configure a document repository for an eForm:
  1. Do one of these:
    - Open an eForm.
    - Create an eForm in a Process.
  2. Do one of these:
    - Add a File Upload control:
      1. On the eForm Builder screen, in the Toolbox, open the Common Controls tab.
      2. On the Common Controls tab, drag a File Upload form control onto your eForm.
    - Change a File Upload control:
      1. On your eForm, click the control, and click Edit .
  3. On the Configure tab, click Add Repository .
- Configure a document repository for an application:
  1. On the right pane, click Quick Links.
  2. On the Quick Links screen, click Add Document Repository.

Fields

Field Name	Definition
Amazon S3	Opens this Screen: Repository Details for Amazon S3 Function of this Screen: Specifies the location of your files in Amazon S3 in the File Upload form control.
Box	Opens this Screen: Repository Details for Box Function of this Screen: Specifies the location of your files in Box for the File Upload form control. Example: Refer to: (Example) Configure a Document Transfer activity
Dropbox	Opens this Screen: Repository Details for Dropbox Function of this Screen: Specifies the location of your files in Dropbox for the File Upload form control
File System	Opens this Screen: Repository Details for File System Function of this Screen: Specifies the location of your files in on the AgilePoint Server machine for the File Upload form control
FTP	Opens this Screen: Repository Details for FTP Function of this Screen: Specifies the location of your files in FTP for the File Upload form control.
Google Drive	Opens this Screen: Repository Details for Google Drive Function of this Screen: Specifies the location of your files in Google Drive for the File Upload form control.
NetSuite	Opens this Screen: Repository Details for NetSuite Function of this Screen: Specifies the location of your files in NetSuite for the File Upload form control.
OneDrive	Opens this Screen: Repository Details for OneDrive Function of this Screen: Specifies the location of your files in OneDrive for the File Upload form control.
OneDrive For Business	Opens this Screen: Repository Details for OneDrive for Business Function of this Screen: Specifies the location of your files in OneDrive for Business for the File Upload form control.
Salesforce	Opens this Screen: Repository Details for Salesforce Function of this Screen: Specifies the location of your files in Salesforce for the File Upload form control
SFTP	Opens this Screen: Repository Details for SFTP Function of this Screen: Specifies the location of your files in SFTP for the File Upload form control.
SharePoint	Opens this Screen: Repository Details for SharePoint Function of this Screen: Specifies the location of your files in SharePoint for the File Upload form control. Example: Refer to: The videos on this page