How Can I Configure AgileForms Web Service Lookup to Use a Windows Service?

Prerequisites

• AgilePoint Server installed in Windows Service mode.
• The approach to implementing this feature that is described in this topic only applies to AgilePoint v5.0 SP3 with fix 09.0061.03 and higher version.

Navigation

1. In AgilePoint Envision, open an AgileForms process model.
2. In your AgileForms process model, add an AgileShape from the AgileForms Stencil.
3. Select the AgileForms AgileShape.
4. If the Properties pane is not displayed, click Show Properties.
5. On the AgileForm Properties, in the Edit Form field, click the Ellipses button.
6. Log on to AgilePoint Server.

Instructions

1. On the AgileForms window, click Resources > Webservice Lookups > Complex Lookup Commands > Advanced Lookup.
2. Click + to expand Create New.
3. Click Get WSDL Definition.
4. In the WSDL Location field, enter AgilePoint admin service URL.

   Example: http://myserver.com/AgilePointServer/Admin?WSDL.

5. Click Get.
6. Click GetRegisterUsers > Use.
7. In the Name field, enter GetRegisterUsers.
8. Copy the content of the XML Payload field to a text editor.
9. Open the file [Microsoft Visual Studio installation folder]\Common7\IDE\WcfTestClient.exe.
10. Click File > Add Service.
11. Enter your admin service URL.

    Example: http://myserver.com/AgilePointServer/Admin?WSDL.

12. On the WCF Test Client window, click - to collapse WSHttpBinding and NetTcpBinding
13. In BasicHttpBinding, double-click GetRegisterUsers.
14. Click XML tab.
15. Copy the content of <s: Body> from the GetRegisterUsers >Request field.
16. Replace the content of <Soap:Body> with the content of <s: Body> in the AgileForm field Web Service Lookups > Advanced Lookup > XML Payload.
17. In the Root Name field, under Repeatable Elements, enter GetRegisterUsersResult.
18. In the Columns field, enter as shown below:

    XML Path	Field Data Name
    FullName	name
    FullName	display

19. Select NTLM Authorization.

    Ensure the Port for Web Service Lookups matches the BasicHttp Port of AgilePoint Server Manager.

20. Click Add.
21. Click Test.
22. Click Back.
23. Click Fields.
24. Under Insert Field, do the following
    1. In the Type list, select Lookup Select One.
    2. In the Lookup list, select GetRegisterUsers.
    3. In the Name field, enter UserName.
    4. Click Add.
    5. Click Save Form.

To test, preview the form, and expand the UserName list. The form displays the registered users in the list.