AgilePoint Workflow Association screen (Microsoft 365)

This topic shows how to configure a process-based app to associate with a SharePoint list in SharePoint for Microsoft 365.

Background and Setup

Video: Using SharePoint List Forms with AgilePoint

Prerequisites

SharePoint for Microsoft 365.

How to Start

In SharePoint for Microsoft 365, open AgilePoint Dashboard.
On the AgilePoint Dashboard screen, in the left pane, click Documents tab.
On the Documents tab, click AgilePoint WorkFlow.
On the Association Type screen, click Workflow Association.

AgilePoint Workflow Association screen

Lets you configure a process-based app to associate with a SharePoint list.

Fields

Field Name	Definition
Name Of The Workflow	Description: Specifies your SharePoint workflow name. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Default Value: None
Task List	Description: 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. Allowed 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	Description: Specifies the history list to use with the workflow. A history list contains all the history from the workflows used on the site. Allowed Values: Workflow History New History List Default Value: Workflow History
Start Option	Description: Specifies the event that starts the AgilePoint process. Allowed 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
Next	Opens this Screen: AgilePoint Workflow Association > Select Process Function of this Screen: Lets you associate a AgilePoint process with a SharePoint list.

AgilePoint Workflow Association > Select Process

Lets you associate a AgilePoint process with a SharePoint list.

Fields

Field Name	Definition
Select Process Model	Description: Specifies the AgilePoint process to associate with the SharePoint workflow. Allowed 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	Description: Specifies the version of the AgilePoint process to associate with the SharePoint workflow. Allowed 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