SharePoint Integration for AgilePoint NX / Use SharePoint Integration with AgilePoint NX
Parent topic: Use SharePoint Integration with AgilePoint NX

Create an Application to Start from SharePoint

To create an application to start from SharePoint, do the procedure in this topic.

New Application Screen







How to Start

  1. Log in to AgilePoint NX.
  2. Click Build Apps .
  3. On the Organizer, click New .

Procedure

  1. On the New Application screen, complete these fields:
    Field Name Definition

    Application Name
    Function:
    Specifies a name for your application.
    Accepted Values:
    One line of text that can have spaces.
    Default Value:
    None

    Application Description
    Function:
    An optional description for your application.
    Accepted Values:
    More than one line of text.
    Default Value:
    None
  2. Click Next.
  3. On the New Process Model screen, complete these fields:
    Field Name Definition

    Process Model Name
    Function:
    A name for your process.
    Accepted Values:
    One line of text that can have spaces.
    Default Value:
    None
    Accepts Process Data Variables:
    No

    Process Description
    Function:
    A description for your process.
    Accepted Values:
    More than one line of text.
    Default Value:
    None
    Accepts Process Data Variables:
    No
  4. In the Process Triggered By field, click SharePoint.
  5. Complete these fields as necessary.
    Field Name Definition

    Number of Swimlanes
    Function:
    Specifies a number of swimlanes to be added to the Process Builder screen to organize the steps in your process.
    Accepted Values:
    A number from 0 to 20.
    Default Value:
    1

    Swimlanes Orientation
    Function:
    Specifies the direction for your swimlanes.
    Accepted Values:
    • Horizontal - Shows swimlanes from left to right.
    • Vertical - Shows swimlanes from top to bottom.
    Default Value:
    Horizontal

    Choose Theme
    Opens this Screen:
    Choose Process Model Theme
    Function of this Screen:
    Specifies a color and icon you can use to identify your process at certain places in AgilePoint NX. For example, in your applications list in App Builder, this can help you to quickly see the application you want.
  6. Click Next.
  7. On the SharePoint List Configuration screen, complete these fields as necessary.
    Field Name Definition

    Data Source Name
    Function:
    Specifies the name of the data source for SharePoint.
    Accepted Values:
    One line of text that can have spaces.
    Default Value:
    None

    SharePoint
    Function:
    Specifies the access token that connects to your SharePoint site.
    Accepted Values:
    A list of access tokens configured for your environment.
    Default Value:
    None
    Accepts Process Data Variables:
    No

    Site URL
    Function:
    Specifies the URL for your SharePoint site.
    Accepted Values:
    A valid SharePoint site URL.
    Default Value:
    None
    Example:

    • http://[machine name]:[port]/sites/[site name]

      You must include the /sites in the Site URL for the site to be created successfully.
    • $\{DocUrl\}

    List Name
    Function:

    Specifies the name of your SharePoint list.

    Accepted Values:
    The name of your SharePoint list.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Automatically synchronize data between SharePoint and AgilePoint server
    Function:
    Continuously copies data between SharePoint and the AgilePoint system.
    Accepted Values:
    Read only.
Parent topic: Use SharePoint Integration with AgilePoint NX

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Documentation Updated: December 3, 2015

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