Completing an Activity Using SharePoint List Forms

Instructional Goals

• Demonstrate how to route a process based on a logical rule with multiple conditions using the SharePoint ListForm AgileShape.

Example Process: Budget Request and Fulfillment

Problem Statement

Submit and approve a budget request.

Business Requirements

• The process is initiated when an employee submits a budget request form.
• The process uses SharePoint list forms.

Prerequisites

• A SharePoint list with columns set up to represent the fields you want to use on your ListForm.
• To access your SharePoint list, you must log on to SharePoint.

Navigation

1. In AgilePoint Envision, open a Microsoft SPList process template.
2. Navigate to the SharePoint stencil.
3. On the SharePoint stencil, drag the ListForm AgileShape, and drop it on the process template.
4. To view the entire list of properties, in the Design Tasks pane, click Show Properties.
5. On the ListFormControls field, click the Ellipses button.

Instructions

1. On the Customize List Form User Interface Window, specify how you want the columns on your form to display on your form － editable, read-only, or hidden.

   In this example, the following rules are applied.

   Field Name	Value
   Submit form	Manager Approval field - Hidden CFO Approval field - Hidden
   Manager Approval form	Manager Approval field - Editable CFO Approval field - Hidden
   CFO Approval form	Manager Approval field - Hidden CFO Approval field - Editable

Downloads

NTLoginTest.zip.