InfoPath Configuration screen

Configures InfoPath form services for your data source.

Figure: InfoPath Configuration screen

InfoPath Configuration screen

How to Start

  1. On the Application Explorer screen, expand [App Name] > Processes.
  2. Click your process name.

    Application Explorer screen
  3. Do one of these:
    • Click Schema.

      Application Explorer screen
      1. Select Schema.xsd

        Application Explorer screen
      2. Click Edit.

        Application Explorer screen
    • In the content pane, double-click Process Model.
      1. Double-click your process.
      2. Click Form Data Form Data icon.
      3. On the Data screen, in the Data Source, click Edit Edit icon.
  4. On the Data Model screen, click Add Data Source Add Data Source icon.

    Application Explorer screen
  5. On the Select Primary Data Source screen, select InfoPath InfoPath icon.
  6. Click InfoPath Configuration InfoPath Configuration icon.

Fields

Field Name Definition

Data Source Name

Function:
Specifies a name for your data source.
Accepted Values:
One line of text with no spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
Refer to:

SharePoint (On Premises Access Token only)

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:

Create Add Token icon

Opens this Screen:
Access Token for SharePoint
Function of this Screen:
Configure an access token to connect to SharePoint.
Example:
Refer to:

Site URL

Function:
Specifies the URL for your SharePoint site.
Accepted Values:
A valid SharePoint site URL.
Default Value:
None
Accepts Process Data Variables:
No
Example:

Library Name

Function:
Specifies the name of the SharePoint library to add a new link.
Accepted Values:
A valid SharePoint library name.
Default Value:
Links - Specifies the name of a SharePoint list template.

You can add a list of web pages to the link library that uses this template.

Accepts Process Data Variables:
No

File Name

Function:
Specifies the name of your InfoPath form file.
Accepted Values:
A valid file name.
Default Value:
None
Accepts Process Data Variables:
No

File

Function:
Lets you select an InfoPath file from your local file system.
To Open this Field:
On the InfoPath Configuration screen, click Local File tab.

Save A Copy Of Data In NX

Function:
Specifies whether to save the data in the AgilePoint NX workflow database.
Accepted Values:
  • Selected - Saves the data in the AgilePoint NX workflow database, in addition to SharePoint.
  • Deselected - Saves the data in SharePoint, but not in the AgilePoint NX workflow database.
Default Value:
Deselected