Standard List Form activity

Configure the Standard List Form activity

To configure the Standard List Form activity, do the procedure in this topic.

Video: Using SharePoint List Forms with AgilePoint

Examples

(Example) Create a SharePoint Access Token

Prerequisites

Create a process-based app with SharePoint as the data source.
This activity only shows in Process Builder if the app starts from SharePoint.

Good to Know

To send an email notification, click Advanced > Email Notifications .
For more information, refer to Email Notifications screen (Process Activities).
In most text fields, you can use process data variables as an alternative to literal data values.
The Standard List Form activity and Start List Form activity can not be used on the lists where forms-based app is created. The List Form activities are only for legacy apps.
This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

How to Start

Open Process Builder.
For information about how to open this screen, refer to Process Builder.
In Process Builder, in the Activity Library, and open the SharePoint tab.
On the SharePoint tab, drag the Standard List Form (Legacy) activity onto your process.

List Form Configuration

Specifies if the fields on a SharePoint List Form are editable, read-only, or hidden.

Fields

Field Name	Definition
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: (Example) Configure a Create List Item Activity to Put the Leave Information in the SharePoint List (External) Form Based Apps – SharePoint Data Source (Example) Create a SharePoint Access Token Limitations: OAuth 2.0 authentication is not supported for this activity.
Site URL	Description: Specifies the URL for your SharePoint site. Allowed Values: A valid SharePoint site URL. Default Value: None Accepts Variables: No Example: http://[machine name]:[port]/sites/[site name] Note: You must include the /sites in the Site URL for the site to be created successfully. (External) Form Based Apps – SharePoint Data Source
List	Description: Specifies the name of your SharePoint list. Allowed Values: The name of your SharePoint list. Default Value: None Accepts Variables: Yes Example: Refer to: (Example) Configure a Create List Item Activity to Put the Leave Information in the SharePoint List
Show All Fields	Description: Specifies whether to show only the column display names from your SharePoint list in the Customize List Form Interface table. Allowed Values: Deselected - Shows only the column display names. Selected - Shows the SharePoint internal column names and the columns display names. Default Value: Deselected
Field Name	Description: Specifies the names of the SharePoint list form fields. Allowed Values: Read only. This column shows the columns in your SharePoint list.
Field Type	Description: Specifies the data types of the SharePoint list form fields. Allowed Values: Read only.
Editable	Function: Specifies that the runtime app user can change the value in the field.
Read Only	Function: Specifies that the selected SharePoint list form field is read-only.
Hidden	Function: Specifies that the selected SharePoint list form field is hidden.

General Configuration

Specifies the basic settings for the Standard List Form activity.

Fields

Field Name	Definition
Display Name	Description: Specifies the activity name that shows in your process. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Default Value: None Accepts Variables: No Example: This is a common configuration field that is used in many examples. Refer to: Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.
Description	Description: Specifies an optional text description for your activity. Allowed Values: More than one line of text. Default Value: None Accepts Variables: No
Time To Complete	Description: Specifies the maximum amount of time that should be allowed for the completion of the task associated with this activity before it is considered Overdue. This is a combination of a number of minutes, hours, days, or weeks. Allowed Values: A number of minutes, hours, days, or weeks. Default Value: 1 Day Accepts Variables: Yes
Priority	Description: Specifies the importance of a task. Allowed Values: High - Specifies a high priority task. A high priority task shows High icon. Normal - Specifies a normal priority task. A normal priority task shows Normal icon. Low - Specifies a low priority task. A low priority task shows Low icon. Default Value: Normal Accepts Variables: Yes

Participants

Specifies the people, groups, or roles assigned to a human task.

Fields

Field Name	Definition
Details	Description: Shows participants for the task. Allowed Values: Any user, group, or role - You can add users, groups, or roles as participants, as long as ProcessInitiator is also included in the list. A process data variable. ProcessInitiator - This is a process data variable for that represents a participant who completes a form to start a process instance. This value is required for start tasks. Default Value: ProcessInitiator - For start tasks. None - For other tasks. Accepts Variables: Yes Example: Refer to: (Example) Configure Dynamic Task Pool Activity and Load Balancing Activity
Add Roles, Groups and Users	Description: Specifies a category of participants to add to the task. The list of participants of the type you select shows. Allowed Values: Groups - Shows your AgilePoint groups. To create a group, refer to Groups. Roles - Shows your AgilePoint roles. To create a role, refer to Roles. Users - Shows your AgilePoint users. To add a new user, refer to Users. Default Value: Roles Accepts Variables: No Example: Refer to: (Example) Configure Dynamic Task Pool Activity and Load Balancing Activity
Search	Function: Does a search based on the specified criteria.
The maximum number of participants to complete this task	Description: Specifies the number of group members who need to be assigned as participants for a task. Allowed Values: An integer that specifies a number of participants within a group required to complete a task. Unlimited Participants - Specifies that all members of a group are required to participate. Default Value: 1 Example: If the participant is set to a group of users, and Max number of people to complete this task is 2, then 2 members of the group actually are required to participate in the task.
Assign task to the same participants each time activity runs	Description: Specifies if, when a activity runs more than one time during a process, the same participants must complete the task each time. Allowed Values: Selected - If an activity is runs more than one time, the same participants who took assignment the first time are also assigned the task each time after. Deselected - If an activity is runs more than one time, any participants can take assignment each time. Default Value: Selected Example: Ann is part of a group, and takes assignment for a task. She rejects the task. If this field is selected, the next time the process starts this task, the same user, Ann is assigned the task. If this field is deselected, the task goes back into the pool, and anyone in the group can take assignment. Also refer to: (Example) Configure Dynamic Task Pool Activity and Load Balancing Activity

User Defined Properties

Specifies ClientData process data variable values that are associated with a human task activity when a process runs. You can specify a set of variables as name/value pairs that are sent to your web forms. This is an alternative to sending data with URL parameters.

Fields

Field Name	Definition
Name	Description: Specifies the name for the ClientData. The ClientData property stores data related to the human task activity. This is like defining a process data variable to store specific values. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Default Value: None Accepts Variables: Yes Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
Value	Description: The value for the ClientData variable. Allowed Values: A number or a text string that can contain spaces. You can set the value for the process data variable by using an XML value. Default Value: None Accepts Variables: Yes Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
Type	Description: Determines the data type for the ClientData variable. Allowed Values: string int bool decimal Default Value: string
Create	Function: Creates a row where you can specify a ClientData property.
Delete	Function: Deletes the selected row from the user defined properties list.