Associate an AgilePoint eForm with a SharePoint List (Microsoft 365)

To associate an AgilePoint form-based app with a SharePoint for Microsoft 365 list or library, do the procedure in this topic.

Figure: AgilePoint eForm Association screen (Office 365)

AgilePoint eForm Association screen

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 ListForm Association.

    Click List Form Association

Procedure

  1. On the AgilePoint List Form Association screen, in the Select List Content Type list, select the content type of your SharePoint list.
  2. Complete this field.
    Field Name Definition

    AgilePoint eForms App

    Function:
    Specifies the AgilePoint form-based app to associate with the SharePoint list and use in place of the default SharePoint list form.
    Accepted Values:
    A published AgilePoint form-based app.
    Default Value:
    None
  3. Click Save.