Using AgileForms / AgileForms Report View

Parent topic: AgileForms Report View

Opening AgileForms Report View Using SharePoint

To open AgileForms Report View in SharePoint, do the procedure in this topic.

Prerequisites

AgileForms is installed in your environment.
AgilePoint SharePoint Integration v2 is installed in your environment.
Configure the Process Instance List Web Part so that for the user has access to the desired process instances.
For more information, refer to spintgrAgilePoint.html#spintgrAgilePoint.

How to Start

In SharePoint, navigate to the Process Instance List Web Part.

Procedure

On the Process Instance List Web Part, expand the Process Name list for the process instance you want, and click Report View.