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

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

Figure: AgilePoint WorkFlow Association screen

AgilePoint WorkFlow 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 Workflow Association.

    Click Workflow Association

Procedure

  1. On the AgilePoint WorkFlow Association screen, in the Name of the Workflow field, enter the name of your SharePoint workflow. The workflow is SharePoint's bridge between the list or library and the AgilePoint process.
  2. Complete these fields as necessary.
    Field NameDefinition

    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
  3. Click Next.
  4. On the AgilePoint WorkFlow Association Screen > Select Process screen complete these fields as necessary.
    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