AgilePoint Workflow Association screen

Lets you configure a SharePoint workflow to associate an AgilePoint process with a list or library.



How to Start

  1. In your SharePoint list or library, click the List or Library tab.
  2. Click AgilePoint WorkFlow.

Fields

Field Name Definition

Name Of The Workflow

Function:
Specifies your SharePoint workflow name.
Accepted Values:
One line of text that can have spaces.
Default Value:
None

Task List

Function:
Specifies where the workflow tasks are added. This task list is the standard SharePoint task list. Users can view, change, and complete a task using the SharePoint workflow task list.
Accepted Values:
  • Workflow Tasks - Adds the workflow tasks to the current SharePoint workflow task list.
  • New Task List - Creates a SharePoint task list to add the workflow tasks.
Default Value:
Workflow Tasks

History List

Function:
Specifies the history list to use with the workflow. A history list contains all the history from the workflows used on the site.
Accepted Values:
  • Workflow History
  • New History List
Default Value:
Workflow History

Start Option

Function:
Specifies the event that starts the AgilePoint process.
Accepted Values:
  • Allow this workflow to be manually started - Lets an authenticated user with edit permissions start the workflow.
  • Creating a new item will start this workflow - Starts the workflow when a new list item is added.
  • Changing an item will start this workflow - Starts the workflow when a list item changes.
  • Start this workflow to approve publishing a major version of an item - Starts the workflow when the major version number of an item changes.
Default Value:
None