To associate an AgilePoint process with a SharePoint list or library, do the procedure in this topic.
AgilePoint WorkFlow Association Screen
How to Start
- In your SharePoint list or library, click the List or Library tab.
- Click AgilePoint WorkFlow.
Procedure
- On the AgilePoint WorkFlow Association screen, in the Name of the Workflow field, enter the name of your SharePoint workflow. The workflow is SharePoint's bridge between the list or library and the AgilePoint process.
- Complete these fields
as necessary.
Field Name |
Definition |
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
|
- Click Next.
- On the AgilePoint WorkFlow Association Screen > Select Process screen complete these fields
as necessary.
Field Name |
Definition |
AgilePoint Process Model
|
- Function:
- Specifies the AgilePoint process to associate with the workflow.
- Accepted Values:
- A valid and published AgilePoint process that can start
with a SharePoint event. This list only shows processes that
meet this condition.
- Default Value:
- None
|
Select Process Version
|
- Function:
- Specifies the version of the AgilePoint process to associate with the SharePoint workflow.
- Accepted Values:
-
- A valid version of the AgilePoint process.
- Latest - Lets you associate the
workflow with the latest version of the process
available in the AgilePoint system.
- Default Value:
- None
|