Workflow Association screen (On-Premises, Process-Based App)

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

Figure: Workflow Association screen

Workflow Association screen

Video: Using SharePoint List Forms with AgilePoint

Prerequisites

How to Start

  1. In On-premises SharePoint, on the SharePoint site, click Site contents.

    Click Settings
  2. On the Site contents screen, click Settings Settings icon > Site settings.

    Click Settings
  3. On the Site Settings screen, in the Site Collection Administration section, click AgilePoint Workflow Manager.

    Click AgilePoint Workflow Manager
  4. On the AgilePoint Workflow Manager screen, click Workflow Association.

    Click Workflow Association

Fields

Field NameDefinition

Site
Description:
Specifies the URL for your SharePoint site.
Allowed Values:
A valid SharePoint site URL.
Default Value:
None
Example:

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

Workflow Name
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.
  • Require Manage Lists permissions to start the workflow - Lets a user start the workflow only if the user has edit list and manage list permissions.
  • 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

Select App Name
Description:
Specifies an AgilePoint NX app to associate with the SharePoint workflow.
Allowed Values:
A published AgilePoint NX app that has a process that uses SharePoint as a data source. This list only shows apps that meet this condition.
Default Value:
None

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