AgilePoint Workflow Association screen (Microsoft 365)

This topic shows how to configure a process-based app to associate with a SharePoint list in SharePoint for Microsoft 365.

Background and Setup

Video: Using SharePoint List Forms with AgilePoint

Prerequisites

How to Start

  1. In SharePoint for Microsoft 365, open AgilePoint Dashboard.

    AgilePoint Dashboard
  2. On the AgilePoint Dashboard screen, in the left pane, click Documents tab.

    Click Documents tab
  3. On the Documents tab, click AgilePoint WorkFlow.

    Click AgilePoint WorkFlow
  4. On the Association Type screen, click Workflow Association.

    Click Workflow Association

AgilePoint Workflow Association screen

Lets you configure a process-based app to associate with a SharePoint list.

Figure: AgilePoint WorkFlow Association screen

AgilePoint WorkFlow Association screen

Fields

Field NameDefinition

Name Of The Workflow
Function:
Specifies your SharePoint workflow name.
Accepted Values:
One line of text that can have spaces.
Default Value:
None

Task List
Function:
Specifies where the workflow tasks are added. This task list is the standard SharePoint task list. Users can view, change, and complete a task using the SharePoint workflow task list.
Accepted Values:
  • Workflow Tasks - Adds the workflow tasks to the current SharePoint workflow task list.
  • New Task List - Creates a SharePoint task list to add the workflow tasks.
Default Value:
Workflow Tasks

History List
Function:
Specifies the history list to use with the workflow. A history list contains all the history from the workflows used on the site.
Accepted Values:
  • Workflow History
  • New History List
Default Value:
Workflow History

Start Option
Function:
Specifies the event that starts the AgilePoint process.
Accepted Values:
  • Allow this workflow to be manually started - Lets an authenticated user with edit permissions start the workflow.
  • Creating a new item will start this workflow - Starts the workflow when a new list item is added.
  • Changing an item will start this workflow - Starts the workflow when a list item changes.
  • Start this workflow to approve publishing a major version of an item - Starts the workflow when the major version number of an item changes.
Default Value:
None

Next
Opens this Screen:
AgilePoint Workflow Association > Select Process
Function of this Screen:
Lets you associate a AgilePoint process with a SharePoint list.

AgilePoint Workflow Association > Select Process

Lets you associate a AgilePoint process with a SharePoint list.

Figure: AgilePoint WorkFlow Association screen

AgilePoint WorkFlow Association screen

Fields

Field NameDefinition

Select Process Model
Function:
Specifies the AgilePoint process to associate with the SharePoint workflow.
Accepted Values:
A valid and published AgilePoint process that can start with a SharePoint event. This list only shows processes that meet this condition.
Default Value:
None

Select Process Model Version
Function:
Specifies the version of the AgilePoint process to associate with the SharePoint workflow.
Accepted Values:
  • A valid version of the AgilePoint process.
  • Latest - Lets you associate the workflow with the latest version of the process available in the AgilePoint system.
Default Value:
None