Setting Up Web Part Connections

The Web Parts can be connected with other Web Parts using standard SharePoint connections. In addition, the Process Template Web Part can act as a provider for the Process Instance Web Part.

You can also use the Standard SharePoint Filter Web Parts. For example, you can use the Text Filter Web Part to filter the Task List Web Part by Task Name. For details, see the SharePoint documentation from Microsoft.

To set up the Web Part connections, do the following.

Prerequisites

Navigation

  1. In SharePoint, navigate to the AgilePoint Web Part you want. For example, Site Actions > Edit Page.

Instructions

  1. On the Web Part window, click the Arrow button, and then click Connections > [Type of connection you want] > [Web Part to be connected to the current one].

    The following type of Web Part connections are supported to connect the current Web Part to another Web Part:

    Type of Web Part Connection Definition

    Send Row of Data To

    Passes the selected row of data from the current Web Part to the other Web Part.

    Get Parameters From

    Fetches the selected data from the other Web Part to the current Web Part.

    Get Filter Values From

    Fetches the selected filter values from the other Web Part to the current Web Part.

  2. On the Choose Connection window, under the Choose Connection tab, select the connection type, and then click Configure:
    Field Name Definition

    Connection Type

    Definition:
    Determines the type of connection you want. You can fetch values for a column that you want to filter or data you want to use.
    Allowed Values:
    • Get Filter Values From
    • Get Parameters From
    Default Value:
    Get Filter Values From
  3. On the Choose Connection window, under the Configure Connection tab, complete the fields, and then click Finish:
    Field Name Definition

    Provider Field Name

    Definition:
    Determines the column name of the other Web Part to fetch the data.
    Allowed Values:
    The name of your column.
    Default Value:
    Assigned To - The value depends on the other Web Part column names.

    Consumer Field Name

    Definition:
    Determines the column name of the current Web Part you want to display the data retried from the another Web Part.
    Allowed Values:
    The name of your column.
    Default Value:
    None