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

To associate an AgilePoint eForm 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 your SharePoint list or library, click the List or Library tab.
  2. Click AgilePoint WorkFlow.
  3. On the Association Type screen, 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.