SharePoint Integration

SharePoint Integration is a group of software components that let you use connect your AgilePoint applications to SharePoint, and access your AgilePoint tasks in SharePoint.

This topic covers on-premises SharePoint Integration. For information about SharePoint Integration for Office 365, refer to SharePoint for Office 365.

On-premises SharePoint and SharePoint for Office 365 can be used as a primary data source for process-based apps and form-based apps.

Integrations and Connectors

AgilePoint NX integrates in these ways with Salesforce:

  • AgilePoint Dashboard
  • Activities in Process Builder
  • Lookups in eForm Builder
  • Data source for process-based app
  • Data source for form-based app
  • Access tokens

AgilePoint Dashboard

The Dashboard is a SharePoint App Part that lets you use the AgilePoint Work Center in SharePoint. AgilePoint NX SharePoint Dashboard lets you manage your AgilePoint tasks and processes, from the convenience of on-premises SharePoint.

For more information, refer to AgilePoint NX Dashboard.

Figure: AgilePoint SharePoint Dashboard screen

AgilePoint SharePoint Dashboard screen

Activities in Process Builder

You can use out-of-the-box activities for SharePoint to execute actions in process-based apps.

An activity is a functional unit, or task, in a process-based app. Activities that integrate with a third-party system provide access to the API functionality for that system in a simple, point-and-click, form-entry format. This means that you can easily leverage APIs without writing code.

Figure: Process Activities for SharePoint

Process Activities for SharePoint

The following activities are available for SharePoint:

  • Add Blog
  • Add Navigation Link
  • Add Property
  • Add User to SharePoint Group
  • Approve/Reject Content
  • Break Permission Inheritance
  • CAML Query
  • Change Item Ownership
  • Check In File
  • Check Out File
  • Check Property
  • Copy Document Set
  • Copy Files
  • Copy List Item
  • Create Document Set
  • Create List Item
  • Create Multiple List Items
  • Create Permission Level
  • Create SharePoint List
  • Create SharePoint Group
  • Delete Document Set
  • Delete Draft Version
  • Delete Files
  • Delete Folder
  • Delete List Item
  • Delete Navigation Link
  • Delete Particular File Version
  • Delete Permission Level
  • Delete Property
  • Delete SharePoint List
  • Download Document Set
  • Excel Read
  • Excel Write
  • Excel Calculate
  • Get User Profile
  • Move Document Set
  • Move Files
  • Move List Item
  • New Folder
  • New Form Library
  • New Library
  • New Site
  • New Site Collection
  • Portal Listing
  • Publish Content
  • Remove Permission
  • Remove SharePoint Group
  • Remove User From SharePoint Group
  • Restore File Version
  • Restore Permission Inheritance
  • Retrieve List Item
  • Retrieve Property
  • Set Permission
  • Set User Profile
  • SharePoint PowerShell Command
  • Submit File to Record Center
  • Subprocess With InfoPath
  • Undo Check Out File
  • Update InfoPath
  • Update Metadata
  • Update Navigation Link
  • Update Permission Level
  • Update Property
  • Update SharePoint Group
  • Upload Document Set
  • Write To Workflow History List

For more information, refer to the process activities for SharePoint in Process Builder.

Lookups in eForm Builder

You can create lookups for SharePoint in eForm Builder and form-based apps.

A lookup is an automated procedure that retrieves data from an external data source, such as a database or third-party service, to display runtime. For example, you can use a lookup to populate the options in a list on an eForm.

For more information, refer to SharePoint lookup configuration screens.

Figure: A drop-down list populated from a lookup

A drop-down list populated from a lookup
Figure: Sample lookup configuration screen

Configure Lookup Screen

This image is only one example configuration screen from the Auto-Lookup form control. It does not show all the configuration options, and lookups can be configured and executed in multiple ways. The Auto-Lookup control can perform a lookup for eForms or other controls. However, many other form controls have built-in lookup capabilities — for example, the Drop-Down List form control. For information about how to configure lookups, refer to eForm Controls.

Data Source for Process-Based Apps

You can use SharePoint as a primary data source for your process-based app. A primary data source provides a default data model for your app.

For more information, refer to SharePoint Data Source Configuration (New Process Model).

Figure: SharePoint Configuration > Configuration tab

SharePoint Configuration Configuration tab

Data Source for Form-Based App

You can use SharePoint as a primary data source for your form-based app. A primary data source provides a default data model for your app.

For more information, refer to Form-based application data source.

Figure: SharePoint Configuration > Configuration tab

SharePoint Configuration Configuration tab

Access Tokens

You can create access tokens for SharePoint.

An access token is a secure object that stores an endpoint (usually a URL) and authentication credentials to connect to a service or technology. Often this is an external or third-party service, like Salesforce or SharePoint, but access tokens can also connect to an AgilePoint NX enviornment, local database, or other types of technologies. Once an access token is created, application designers can simply select and reuse it, rather than entering the credentials each time they are needed.

For more information, refer to Access Token for SharePoint.

Figure: SharePoint Access Token Configuration screen

SharePoint Access Token Configuration screen

Related Topics

Examples

Video: Integrate AgilePoint NX Application into Salesforce

Video: Introduction to eForms

Video: eForms with SharePoint - Part 1

Video: eForms with SharePoint - Part 2

Video: eForms with SharePoint - Part 3

Video: eForms with SharePoint - Part 4

Video: eForms with SharePoint - Part 5

Video: eForms with SharePoint - Part 6

Video: Use AgilePoint NX with Office 365 and SharePoint

Video: Show Data from SharePoint on an eForm

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