DOCUMENTATION (CURRENT)

v8.x Documentation v6.x-v7.x Documentation

AgilePoint Workflow Manager screen (On-Premises)

Lets you do these tasks:

AgilePoint Workflow Manager screen — Figure: AgilePoint Workflow Manager screen

Prerequisites

SharePoint in an on-premises environment.
For SharePoint for Microsoft 365, refer to AgilePoint Intelligent Process Automation for Microsoft 365.
AgilePoint NX v6.0 SP1 Software Update 1 or higher.
AgilePoint NX OnPremises or AgilePoint NX PrivateCloud.

How to Start

In On-premises SharePoint, on the SharePoint site, click Site contents.
On the Site contents screen, click Settings > Site settings.
On the Site Settings screen, in the Site Collection Administration section, click AgilePoint Workflow Manager.

Fields

Field Name	Definition
Site	Description: Specifies the URL for your SharePoint site. Allowed Values: A valid SharePoint site URL. Default Value: None 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
List Content Type	Description: Specifies the content type of your SharePoint list. Allowed Values: The content type of your SharePoint list. Default Value: None
Site Content Type	Description: Specifies the content type of your SharePoint site. Allowed Values: The content type of your SharePoint site. Default Value: None
View Workflow Association	Description: Shows the workflow that is associated with site, list, site content type, or list content type.
Workflow Designer	Opens this Screen: App Detail screen Function of this Screen: Lets you create a process that uses SharePoint.
Workflow Association	Opens this Screen: Workflow Association screen (On-Premises, Process-Based App) Function of this Screen: Lets you configure a process-based app to associate with a SharePoint list in on-premises SharePoint.
Designer	Opens this Screen: Process Builder Function of this Screen: Lets you change a SharePoint workflow.
Delete	Opens this Screen: Deletes a workflow that is associated with site, list, site content type, or list content type.