Associate an AgilePoint Process with a SharePoint List (On-Premises)

To associate an AgilePoint process with a on-premises SharePoint list or library, do the procedure in this topic.

Figure: Add a Workflow screen

Add a Workflow screen

Video: Using SharePoint List Forms with AgilePoint

Prerequisites

How to Start

  1. In your SharePoint list or library, click the List or Library tab.
  2. Click Workflow Settings.
  3. Click Add a Workflow.

Procedure

  1. On the Add a Workflow screen, in the Workflow field, select the name of your SharePoint workflow. The workflow is SharePoint's bridge between the list or library and the AgilePoint process.
  2. Complete these fields as necessary.
    Field Name Definition

    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.
    • 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
  3. Click Next.
  4. On the AgilePoint Process Association screen, complete these fields as necessary.
    Field Name Definition

    AgilePoint 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 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