Workflow Association screen

Lets you configure a on-premises SharePoint workflow to associate an AgilePoint process with a list or library.

Figure: Workflow Association screen

Workflow Association screen

Video: Using SharePoint List Forms with AgilePoint

Prerequisites

How to Start

  1. On your SharePoint site, click Settings Settings icon > Site settings.
  2. On the Site Settings screen, in the Site Collection Administration section, click AgilePoint Workflow Manager.
  3. On the AgilePoint Workflow Manager screen, click Workflow Association Workflow Association icon.

Fields

Field Name Definition

Site
Function:
Specifies the URL for your SharePoint site.
Accepted Values:
A valid SharePoint site URL.
Default Value:
None
Example:

List
Function:
Specifies the name of your SharePoint list.
Accepted Values:
The name of your SharePoint list.
Default Value:
None

List Content Type
Function:
Specifies the content type of your SharePoint list.
Accepted Values:
The content type of your SharePoint list.
Default Value:
None

Site Content Type
Function:
Specifies the content type of your SharePoint site.
Accepted Values:
The content type of your SharePoint site.
Default Value:
None

Workflow Name
Function:
Specifies your SharePoint workflow name.
Accepted Values:
One line of text that can have spaces.
Default Value:
None

Task List
Function:
Specifies where the workflow tasks are added. This task list is the standard SharePoint task list. Users can view, change, and complete a task using the SharePoint workflow task list.
Accepted Values:
  • Workflow Tasks - Adds the workflow tasks to the current SharePoint workflow task list.
  • New Task List - Creates a SharePoint task list to add the workflow tasks.
Default Value:
Workflow Tasks

History List
Function:
Specifies the history list to use with the workflow. A history list contains all the history from the workflows used on the site.
Accepted Values:
  • Workflow History
  • New History List
Default Value:
Workflow History

Start Option
Function:
Specifies the event that starts the AgilePoint process.
Accepted Values:
  • Allow this workflow to be manually started - Lets an authenticated user with edit permissions start the workflow.
  • Require Manage Lists permissions to start the workflow - Lets a user start the workflow only if the user has edit list and manage list permissions.
  • Creating a new item will start this workflow - Starts the workflow when a new list item is added.
  • Changing an item will start this workflow - Starts the workflow when a list item changes.
  • Start this workflow to approve publishing a major version of an item - Starts the workflow when the major version number of an item changes.
Default Value:
None

Select Application Name
Function:
Specifies an AgilePoint NX application to associate with the SharePoint workflow.
Accepted Values:
A published AgilePoint NX application that has a process that uses SharePoint as a data source. This list only shows applications that meet this condition.
Default Value:
None

Select Process Model
Function:
Specifies the AgilePoint process to associate with the SharePoint workflow.
Accepted Values:
A valid and published AgilePoint process that can start with a SharePoint event. This list only shows processes that meet this condition.
Default Value:
None

Select Process Model Version
Function:
Specifies the version of the AgilePoint process to associate with the SharePoint workflow.
Accepted Values:
  • A valid version of the AgilePoint process.
  • Latest - Lets you associate the workflow with the latest version of the process available in the AgilePoint system.
Default Value:
None