InfoPath Data Source Configuration (New Process Model)

Configures InfoPath form services for your process.



How to Start

  1. Log in to AgilePoint NX
  2. Click Build Apps .
  3. Do one of these:
  4. On the New Process Model screen, in the Process Triggered By field, select InfoPath Form Services (SharePoint On Premises).
  5. Click Next.

Fields

Field Name Definition

Data Source Name

Function:
Specifies a name for your data source.
Accepted Values:
One line of text with no spaces.
Default Value:
None
Accepts Process Data Variables:
No

SharePoint (On Premises Access Token only)

Function:
Specifies the access token that connects to your SharePoint site.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Process Data Variables:
No

Add Token

Opens this Screen:
New SharePoint Access Token
Function of this Screen:
Configures a new access token for SharePoint.

Site

Function:
Specifies the URL for your SharePoint site.
Accepted Values:
A valid SharePoint site URL
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
  • http://[machine name]:[port]/sites/[site name]

    You must include the /sites in the Site URL for the site to be created successfully.

Library Name

Function:
Specifies the name of the SharePoint library to add a new link.
Accepted Values:
A valid SharePoint library name.
Default Value:
Links - Specifies the name of a SharePoint list template.

You can add a list of web pages to the link library that uses this template.

Accepts Process Data Variables:
No

File Name

Function:
Specifies the name of your InfoPath form file.
Accepted Values:
A valid file name.
Default Value:
None
Accepts Process Data Variables:
No

Automatically synchronize data between SharePoint and AgilePoint server

Function:
Lets you synchronize data between SharePoint and the AgilePoint Server for your process.

This is applicable only for AgilePoint PrivateCloud (on-premises) environment.

Accepted Values:
  • Selected - Synchronizes data between SharePoint and AgilePoint Server.
Default Value:
Selected

Select File

Function:
Lets you select an InfoPath file from your local file system.
To Open this Field:
On the InfoPath Configuration screen, click Local File tab.