AgilePoint Configuration List for SharePoint (Microsoft 365, Modern)
When you add the Dashboard App Part or Web Part, a new SharePoint list is added called the AgilePoint Configuration List, which stores the configuration settings for the Dashboard. To create a new AgilePoint Configuration List item in the Modern Work Center view in SharePoint for Microsoft 365, do the procedure in this topic.
Background And Setup
Prerequisites
- AgilePoint NX Dashboard is installed.
For more information, refer to Add the AgilePoint Web Part to Your SharePoint Site.
Good to Know
- You must change the values in the list items before you can use SharePoint Integration.
- Some of these options do not show by default. You must add these yourself.
- For all AgilePoint Configuration List settings, the following values apply:
- Application - This value must be AgilePoint.
- Encrypted - If you select this option, data associated with this setting is encrypted to and from SharePoint. This setting is optional except in these conditions:
- If your AgilePoint Server instance is configured to use HTTP or HTTPS, the ImpersonatorPass setting must be encrypted.
How to Start
- Open a SharePoint site collection where the AgilePoint App Part or Web Part is installed.
- Click Settings
> Site Contents.
- Click AgilePoint Configuration.
AgilePoint NX Tenant Information
Configures your AgilePoint NX tenant information.
Fields
Field Name | Definition |
---|---|
ServerInstanceUrl |
|
PortalInstanceUrl |
|
TenantName |
|
Authentication
Configures the authentication to connect from SharePoint to AgilePoint NX.
Fields
Field Name | Definition |
---|---|
AuthenticationType |
|
Task Tabs Configuration
Configures menu options or columns to show or hide on the task tabs.
Fields
Field Name | Definition |
---|---|
ShowActivityNameInTaskList |
|
HideContextMenu |
|
ReadOnlyTaskView |
|
ShowTaskFilter | |
ShowDueDateColumn |
|
ShowAssignedDateColumnName |
|
ShowPriorityColumn |
|
ShowStatusColumn |
|
ShowUserIdColumn |
|
ShowDepartmentColumnName |
|
Process Tabs Configuration
Configures menu options or columns to show or hide the process tabs.
Fields
Field Name | Definition |
---|---|
ShowProcessInstColumn |
|
ShowStartedDateColumn |
|
ShowProcessInitiatorName |
|
ShowProcessNameColumn |
|
HideProcessView |
|
ViewProcessType |
|
ReadOnlyProcessView |
|
Task and Process List Configuration
Configures the names of columns on the task lists or process lists.
Fields
Field Name | Definition |
---|---|
PriorityColumnName | |
ProcessColumnName |
|
StatusColumnName |
|
DueDateColumnName |
|
UserIDColumnName |
|
ProcessInstColumnName |
|
StartedDateColumnName |
|
ProcessInitiatorColumnName |
|
AssignedDateColumnName |
|
DepartmentColumnName |
|
Item Display Configuration
Configures the items to show on a page.
Fields
Field Name | Definition |
---|---|
RowCount |
|
App Display Configuration
Configures the apps to show or hide on the My Apps tab.
Fields
Field Name | Definition |
---|---|
ShowApplicationFilter |
|
eForm Background Options Configuration
Configures the eForm background to show or hide when open in the SharePoint Dashboard.
Fields
Field Name | Definition |
---|---|
HideBackGround |
|
External Web Applications Configuration
Configures the connection to show the tasks from external web applications in the SharePoint Dashboard.
Fields
Field Name | Definition |
---|---|
RemoteWebUrl |
|