Setting Up a Custom Data Source

You can use custom data sources in the SharePoint Task List and  Process Instance List Web Parts. To configure the custom data sources in one of these Web Parts, do the following.

Navigation

  1. On your SharePoint site, navigate to the AgilePoint Configuration list. For example, View All Site Content > AgilePoint Configuration.

    The navigation for this task varies, depending upon your SharePoint version and the SharePoint settings in your local environment. For more information, see the documentation for SharePoint

  2. On the AgilePoint Configuration list, click New > AgilePoint Config Setting Item.

Instructions

  1. On the AgilePoint Configuration: New Item page, Modify the values in the following fields as required:
    Field Name Definition
    Application

    Enter CustomDataSources.

    AP Setting Key

    The exact name of the custom data source. For the data sources provided by AgilePoint, the names must be precisely as follows:

    • SharePoint List - SharePoint List DataSource
    • Custom Attribute - Custom Attr
    AP Setting Value

    The assembly information for your custom data source. The following are examples of the information required for the data sources provided by AgilePoint:

    • SharePoint List - AgilePoint.SharePoint.CustomDataSources.SharePointListDataSource, AgilePoint.SharePoint.CustomDataSources, Version=1.0.0.0, Culture=neutral, PublicKeyToken=b7c6f89c2c983acd
    • Custom Attribute - AgilePoint.SharePoint.CustomDataSources.CustomAttributesDataSource, AgilePoint.SharePoint.CustomDataSources, Version=1.0.0.0, Culture=neutral, PublicKeyToken=b7c6f89c2c983acd
    Description

    An optional free text description of the data source.

    Encrypted

    Leave unselected.

  2. Click OK.