Select Primary Data Source

Specifies the main data source for your app or process. You can connect to other data sources using process activities.

Figure: Select Data Source screen

Select Data Source screen

How to Start

  1. On the Application Explorer screen, expand [App Name] > Processes.

    Application Explorer screen
  2. Click your process name.

    Application Explorer screen
  3. Click Schema.

    Application Explorer screen
  4. Select Schema.xsd

    Application Explorer screen
  5. Click Edit.

    Application Explorer screen
  6. On the Data Model screen, click Add Data Source Add Data Source icon.

    Application Explorer screen

Fields

Field Name Definition

SharePoint SharePoint icon

Opens this Screen:
SharePoint Configuration screen
Function of this Screen:
Configures a SharePoint list as your data source.

InfoPath InfoPath icon

Opens this Screen:
InfoPath Configuration screen
Function of this Screen:
Configures InfoPath form services for your data source.

Database Database icon

Opens this Screen:
Database Configuration screen
Function of this Screen:
Configures a database as your data source.

Data Entities Data Entity icon

Opens this Screen:
AgilePoint Data Entities Configuration screen
Function of this Screen:
Configures an entity in AgilePoint NX Data Entities for your data source.

Salesforce Salesforce icon

Opens this Screen:
Salesforce Configuration screen
Function of this Screen:
Configures a Salesforce entity as your data source.

Microsoft Excel Lync Notifications icon

Opens this Screen:
Repository screen
Function of this Screen:
Specifies the location of your Microsoft Excel file that contains the data in table format.
Limitations: