New Data Source screen (InfoPath)

Configures InfoPath form services for your data source.

Figure: How do you want to set up your entity? screen

How do you want to set up your entity? screen

Background and Setup

Prerequisites

How to Start

  1. Click App Builder.

    Click App Builder
  2. On the App Builder Home screen, click All Apps.

    Click All Apps
  3. On the All Apps screen, on an app, click Edit Edit icon.

    Click Edit
  4. On the App Details screen, click Add New Add New icon > Data Source.

    Click Data Source
  5. On the Please select data source type screen, select InfoPath.

    Select InfoPath
  6. Click Next.

How do you want to set up your entity? > SharePoint tab

Configures how to connect the InfoPath form services for your app or process.

Figure: How do you want to set up your entity? > SharePoint tab

How do you want to set up your entity SharePoint tab

Fields

Field NameDefinition

Data Source Name
Description:
Specifies a name for the data source.
Allowed Values:
One line of text (a string).

Not Accepted:

  • Spaces
Default Value:
None
Accepts Variables:
No
Example:
Refer to:

SharePoint
Description:
Specifies the access token that connects to your SharePoint site.
Allowed Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Variables:
No
Example:
Refer to:

Create Add Token icon
Opens this Screen:
Access Token for SharePoint
Function of this Screen:
Configure an access token to connect to SharePoint.
Example:
Refer to:

Site URL
Description:
Specifies the URL for your SharePoint site.
Allowed Values:
A valid SharePoint site URL.
Default Value:
None
Accepts Variables:
No
Example:

Library Name
Description:
Specifies the name of the SharePoint library to add a new link.
Allowed Values:
A valid SharePoint library name.
Default Value:
Links - Specifies the name of a SharePoint list template.

You can add a list of web pages to the link library that uses this template.

Accepts Variables:
No

File Name
Description:
Specifies the name of your InfoPath form file.
Allowed Values:
A valid file name.
Default Value:
None
Accepts Variables:
No

How do you want to set up your entity? > Local File tab

Specifies the InfoPath file to upload from your local machine to the AgilePoint Server machine to use in your app or process.

Figure: How do you want to set up your entity? > Local File tab

How do you want to set up your entity Local File tab

Prerequisites

Fields

Field NameDefinition

Data Source Name
Description:
Specifies a name for the data source.
Allowed Values:
One line of text (a string).

Not Accepted:

  • Spaces
Default Value:
None
Accepts Variables:
No
Example:
Refer to:

File Name
Function:
Lets you select an InfoPath file from your local file system.