Parent topic: Process Templates
AgilePoint Envision / Process Templates

Logging on to AgilePoint Server from Envision

If you need to directly access AgilePoint Server data (for example, users, groups, or roles) from a process model, the first time you access AgilePoint Server during your AgilePoint Envision user session, you must log on.

Navigation

  1. In AgilePoint Envision, open a process template.
  2. Click AgilePoint > Publish Process to Server.

Instructions

  1. On the Connecting to Server window, complete the fields to specify the user account you want to use to connect to AgilePoint Server.

    These credentials will be saved and used each time you open the process model.

Parent topic: Process Templates

AgilePoint BPMS v5.0 R2 for .NET 3.5, .NET 4.0, and Genesis Edition

AgilePoint BPMS v5.0 SP3 for Universal Edition and Azure

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