Import App activity

An activity that imports an app from an external data source to AgilePoint NX.


Import Application activity

Configure the Import App activity

To configure the Import App activity, do the procedure in this topic.

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In the Process Builder, in the Activity Library, open the AgilePoint NX tab.

    AgilePoint NX tab
  3. On the AgilePoint NX tab, drag the Import App activity onto your process.

    Drag Import App activity

General Configuration

Specifies the basic settings for the Import App activity.

Figure: General Configuration screen

General Configuration screen

Good to Know

  • Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

Fields

Field Name Definition

Display Name

Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description

Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Source Repository

Specifies the original, or source, location type for your files.

Figure: Source Repository screen

Source Repository screen

Fields

Field Name Definition

Amazon S3 Amazon S3 icon

Function:
Specifies that Amazon S3 is the source location for your files.

To select your file in the source location, complete the fields on Import App > Source Repository > Amazon S3.

Box Box icon

Function:
Specifies that Box is the source location for your files.

To select your file in the source location, complete the fields on Import App > Source Repository > Box.

Dropbox Dropbox icon

Function:
Specifies that Dropbox is the source location for your files.

To select your file in the source location, complete the fields on Import App > Source Repository > Dropbox.

File System File System icon

Function:
Specifies that the file system on the AgilePoint Server machine is the data source for the file.

To select your file in the source location, complete the fields on Import App > Source Repository > File System.

FTP FTP icon

Function:
Specifies that FTP is the source location for your files.

To select your file in the source location, complete the fields on Import App > Source Repository > FTP.

Google Drive Google Drive icon

Function:
Specifies that Google Drive is the source location for your files.

To select your file in the source location, complete the fields on Import App > Source Repository > Google Drive.

NetSuite NetSuite icon

Function:
Specifies that NetSuite is the source location for your files.

To select your file in the source location, complete the fields on Import App > Source Repository > NetSuite.

OneDrive OneDrive icon

Function:
Specifies that OneDrive is the source location for your files.

To select your file in the source location, complete the fields on Import App > Source Repository > OneDrive.

OneDrive for Business OneDrive For Business icon

Function:
Specifies that OneDrive for Business is the source location for your files.

To select your file in the source location, complete the fields on Import App > Source Repository > OneDrive for Business.

Salesforce Salesforce icon

Function:
Specifies that Salesforce is the source location for your files.

To select your file in the source location, complete the fields on Import App > Source Repository > Salesforce.

SFTP SFTP icon

Function:
Specifies that SFTP is the source location for your files.

To select your file in the source location, complete the fields on Import App > Source Repository > SFTP.

SharePoint SharePoint icon

Function:
Specifies that SharePoint is the source location for your files.

To select your file in the source location, complete the fields on Import App > Source Repository > SharePoint.

Import App Configuration > App

Specifies the configuration to import an app in AgilePoint NX.

Figure: Import App Configuration > App tab

Import App Configuration App tab

Fields

Field Name Definition

AgilePoint NX

Function:
Specifies the access token that connects to your AgilePoint NX environment.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Process Data Variables:
No

Create Add Token icon

Opens this Screen:
Access Token for AgilePoint NX
Function of this Screen:
Configure an access token to connect to AgilePoint NX.

Publish App After Importing?

Function:
Specifies if the demo application is published when the import is complete.
Accepted Values:
  • Deselected - Does not publish the app.
  • Selected - Publishes the app.
Default Value:
Deselected

Version Increment Count

Function:
Specifies the process data variable that gets the version number of the app.
To Open this Field:
  1. On the Import App Configuration screen, in the App tab, select Want to Publish App After Importing.
Accepted Values:
A process data variable
Default Value:
None
Accepts Process Data Variables:
Yes

Description

Function:
An optional description for your app.
To Open this Field:
  1. On the Import App Configuration screen, in the App tab, select Want to Publish App After Importing.
Accepted Values:
More than one line of text.
Default Value:
None

Import App Configuration > Response

Specifies the configuration to get the details of the app and store the information in process data variables.

Figure: Import App Configuration > Response tab

Import App Configuration Response tab

Fields

Field Name Definition

AgilePoint NX

Function:
Specifies the access token that connects to your AgilePoint NX environment.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Process Data Variables:
No

Create Add Token icon

Opens this Screen:
Access Token for AgilePoint NX
Function of this Screen:
Configure an access token to connect to AgilePoint NX.

App ID

Function:
Specifies the process data variable that contains the application ID.
Accepted Values:
A process data variable that accepts a text string with no spaces or special characters.
Default Value:
None
Accepts Process Data Variables:
Yes

App Type

Function:
Specifies the process data variable that contains the type of processes in your app.
Accepted Values:
A process data variable.

You can use Process Data screen to specify a process data variable.

Default Value:
None
Accepts Process Data Variables:
Yes

App Internal Name

Function:
Specifies a process data variable that contains the internal, or technical, name of your app.
Accepted Values:
A process data variable that accepts an alphanumeric string with no spaces. It does not accept these special characters:
  • <
  • >
  • &
  • "
  • '
  • @
  • #
  • +
  • ?
  • ^
Default Value:
None
Accepts Process Data Variables:
Yes

App Display Name

Function:
Specifies the process data variable that contains the name of your app that shows in the AgilePoint NX UI.
Accepted Values:
A process data variable that accepts an alphanumeric string that can have spaces.
Default Value:
None
Accepts Process Data Variables:
Yes

Status

Function:
Specifies the process data variable that contains the status of your app.
Accepted Values:
A process data variable that accepts an alphanumeric string with no spaces.
Default Value:
None
Accepts Process Data Variables:
Yes

Created By

Function:
Specifies the process data variable that contains the user name who created the app.
Accepted Values:
A process data variable in this format:
  • [domain name]\[user name]
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
MyDomain\Administrator

Created Date

Function:
Specifies the process data variable that contains the date the app was created.
Accepted Values:
A process data variable that accepts an alphanumeric string in date-time format.
Default Value:
None
Accepts Process Data Variables:
Yes