(v2 Only) AgilePoint Process Launcher

A SharePoint Library, List, or Content Type can be associated to an AgilePoint Process Model using the standard SharePoint approach. The AgilePoint Process Launcher allows you to easily workflow-enable regular SharePoint Libraries, Lists, and Content Types. It allows you to specify which process template will be invoked when a process is initiated within a specific SharePoint Form Library, List, or Content Type.

The following procedure explains how to workflow-enable a Form Library in SharePoint. Note that the procedure is similar for Document Libraries and Content Types. For Content Types, access the content type you want (Site Settings > Site Content Type Gallery), and modify the workflow settings as you would for a Form Library or List.

To workflow-enable a SharePoint Form Library:

1. Within the SharePoint Form Library, click Settings > Form Library Settings.
2. Click Workflow settings.
3. Select AgilePoint Process Launcher, and check the Start this workflow when a new item is created check box.
4. Select a process from the AgilePoint Process Model list and select the desired version from the Select Process Model Version list box.
5. After selecting the version of the AgilePoint Process Model, it will show the Process Model image. Click on Submit to complete the SharePoint entity, AgilePoint process association.
6. Upload a new document to the library. If you have checked the check box Start this workflow when a new item is created in Step 3, it will trigger the associated AgilePoint process when an item is created or uploaded to the library. Refresh the page and you will see the In Progress link below the process name column.
7. If Start this workflow when a new item is created was not checked at the time of creating the workflow association, you can start the workflow manually. Click on the drop down button next to the list item.
8. Click Workflows.
9. Click the AgilePoint Process that you want to trigger for this item.
10. When clicking on the In Progress link of the item, it will show the AgilePoint workflow status page.
11. The assigned user can take an action by clicking on the task name in the AgilePoint Task List.
12. Once the process completes, it shows as Completed status.