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

Prerequisites

• AgilePoint NX OnDemand (public cloud), or AgilePoint NX Private Cloud or AgilePoint NX OnPremises v7.0 Software Update 1 or higher.
• SharePoint for Microsoft 365.

  For SharePoint on-premises, refer to AgilePoint NX Dashboard.

• To complete this procedure, you must have one of these permissions on the SharePoint list or library.
  • Design
  • Full Control

How to Start

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

   
   
   

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

   
   
   

3. On the Documents tab, click AgilePoint WorkFlow.

   
   
   

4. On the Association Type screen, click ListForm 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.