Associate an AgilePoint Process in Salesforce

Prerequisites

• AgilePoint NX App for Salesforce is installed.

How to Start

1. In your Salesforce tenant, click Setup.
2. Click Build > Create > Workflow & Approvals > Process Builder.

Procedure

1. In Salesforce, create a new process.

   For more information, refer to the Salesforce Online Help: https://help.salesforce.com.

2. Choose an object to associate with the process, and specify when to start the process.

   For more information, refer to the Salesforce Online Help: https://help.salesforce.com.

3. Add criteria for the process criteria to do the associated actions.

   For more information, refer to the Salesforce Online Help: https://help.salesforce.com.

4. Click Add Action.
5. In the Select and Define Action section, in the Action Type list, select Apex.
6. In the Action Name field, enter a name for your action.
7. In the Apex Class list, select the AgilePoint__WorkflowLauncher apex class.
8. For the AgilePoint Process Model field, in the Type list, select String.
9. For the AgilePoint Process Model field, in the Value field, enter the name of your process model.
10. For the Record ID field, in the Type list, select Reference.
11. For the Record ID field, in the Value field, enter the reference to your record.
12. (Optional) Click Add Row to add custom fields that send any workflow parameters from Salesforce to AgilePoint. You can add upto 5 custom fields.
13. (Optional) To add a Version field, do this procedure.
    1. Click Add Row.
    2. In the Field list, select Version.
    3. In the Type list, select String.
    4. In the Value field, enter the version of the process model to run.
14. Click Save.
15. (Optional) To execute actions on more than one criteria.

    For more information, refer to the Salesforce Online Help: https://help.salesforce.com.