Update InfoPath activity

An activity that changes the XML data in an InfoPath form.


Update InfoPath activity

Configure the Update InfoPath activity

To configure the Update InfoPath activity, do the procedure in this topic.

Examples

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, and open the SharePoint tab.

    Open SharePoint tab
  3. On the SharePoint tab, drag the Update InfoPath activity onto your process.

    Drag Update InfoPath activity

General Configuration

Specifies the basic settings for the Update InfoPath 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

Update InfoPath Configuration > Configuration tab

Specifies the XML data to change in an InfoPath form.

Figure: Update InfoPath Configuration > Configuration tab

Update InfoPath Configuration Configuration tab

Fields

Field Name Definition

SharePoint

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

Function:
Specifies the URL for your SharePoint site.
Accepted Values:
A valid SharePoint site URL.
Default Value:
None
Accepts Process Data Variables:
Yes
Example:

Form Library

Function:
Specifies the SharePoint library with the InfoPath form.
Accepted Values:
A valid SharePoint form library.
Default Value:
None
Accepts Process Data Variables:
Yes

Folder Name

Function:
Specifies the name of your SharePoint folder.
Accepted Values:
The name of your SharePoint folder
Default Value:
None
Accepts Process Data Variables:
Yes

InfoPath File Name

Function:
Specifies the name of your InfoPath form file.
Accepted Values:
A valid file name.
Default Value:
${DocName}
Accepts Process Data Variables:
Yes

Update InfoPath Configuration > SharePoint List tab

Specifies the XML data to change on an InfoPath form.

Figure: Update InfoPath Configuration > SharePoint List tab

Update InfoPath Configuration SharePoint List tab

Fields

Field Name Definition

InfoPath XPath Name

Function:
Specifies the name of the XML data element of the InfoPath form to set a new value.
Accepted Values:
A valid data element in the XML.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Value

Function:
The new value for the XML data element of the InfoPath form.
Accepted Values:
A value that is valid for the InfoPath field or SharePoint column.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Add Add icon

Function:
Creates a row that lets you add the name and value of the XML data element of the InfoPath form.

Delete Delete icon

Function:
Deletes the row.