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DOCUMENTATION (v8.x)
Current Documentation (v9.0 or Higher) v6.x-v7.x Documentation
TRAINING & VIDEOS COMMUNITY
Salesforce App
  • Salesforce App
  • Install and Configure the AgilePoint NX App for Salesforce
  • AgilePoint NX Dashboard (Modern, Salesforce)
  • AgilePoint NX Dashboard (Classic, Salesforce)
  • Manage Center for Salesforce
  1. Home
  2. AgilePoint NX Dashboard (Classic, Salesforce)

    Manage tasks and processes in the Salesforce App in the Classic view

  • AgilePoint NX Dashboard (Classic, Salesforce)

    Manage tasks and processes in the Salesforce App in the Classic view

    • Overview (Classic, Salesforce)
    • My Tasks (Classic, Salesforce)
    • In Queue (Classic, Salesforce)
    • Processes I Started (Classic, Salesforce)
    • Processes I've Worked (Classic, Salesforce)
    • My Apps screen (Classic, Salesforce)
    • Delegations tab (Classic, Salesforce)
    • Activity Information screen (Classic, Salesforce)
    • eForms Report View screen (Classic, Salesforce)
    • Process Viewer screen

AgilePoint NX Dashboard (Classic, Salesforce)

The Dashboard is a Salesforce App that lets you use the AgilePoint Work Center (Classic) in Salesforce. AgilePoint NX Salesforce Dashboard lets you manage your AgilePoint tasks and processes, from Salesforce.

  • Overview (Classic, Salesforce)
  • My Tasks (Classic, Salesforce)
  • In Queue (Classic, Salesforce)
  • Processes I Started (Classic, Salesforce)
  • Processes I've Worked (Classic, Salesforce)
  • My Apps screen (Classic, Salesforce)
  • Delegations tab (Classic, Salesforce)
  • Activity Information screen (Classic, Salesforce)
  • eForms Report View screen (Classic, Salesforce)
  • Process Viewer screen
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AgilePoint NX Product Documentation

Documentation Updated: September 26, 2023


This Page Applies To: AgilePoint NX v8.0


© 2023 AgilePoint, Inc. All rights reserved.

Quick Links:

Helpdesk: helpdesk@agilepoint.com

Examples

Troubleshooting

Process Activities

Form Controls

Javascript for eForms

Data Entities

REST API

Release Notes

About the Documentation