Quick Start for SharePoint Integration (Microsoft 365)
These are the basic steps to create and run an application with SharePoint Integration for Microsoft 365 and AgilePoint NX:
- Add the AgilePoint NX App to Your SharePoint Site Collection (Microsoft 365).
- Show the AgilePoint NX Dashboard App Part on a SharePoint Page (Microsoft 365).
- Create an Access Token for SharePoint.
- AgilePoint Configuration List for SharePoint (Microsoft 365, Classic).
- Publish a process-based app.
For more information, refer to (Example) Save, Check In, and Publish a Process-Based App.
. - Associate an AgilePoint Process with a SharePoint List (Microsoft 365)
- Start your process with the event you specified.
- Complete your tasks in the AgilePoint NX Dashboard.