New Data Source screen (InfoPath)

Configures InfoPath form services for your data source.

Figure: InfoPath Configuration screen

InfoPath Configuration screen

Background and Setup

Prerequisites

How to Start

  1. Open the Data Model screen.

    For information about how to open this screen, refer to Data Model screen.


    Open Data Model
  2. On the Data Model screen, click Add Data Source Add Data Source icon.

    Application Explorer screen
  3. On the Select Data Source screen, select InfoPath.

    Select InfoPath
  4. Click Next.

InfoPath Configuration > SharePoint tab

Configures how to connect the InfoPath form services for your app or process.

Figure: InfoPath Configuration > SharePoint tab

InfoPath Configuration SharePoint tab

Fields

Field NameDefinition

Data Source Name
Function:
Specifies a name for your data source.
Accepted Values:
One line of text (a string) 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

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

InfoPath Configuration > Local File tab

Specifies the InfoPath file to upload from your local machine to the AgilePoint Server machine to use in your app or process.

Figure: InfoPath Configuration > Local File tab

InfoPath Configuration Local File tab

Prerequisites

Fields

Field NameDefinition

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

File
Function:
Lets you select an InfoPath file from your local file system.