How to Create a Simple SharePoint List Form Application using AgilePoint

1. Creating a New SharePoint List
   
   1. Create a list in SharePoint using the 'Custom List' template provided by SharePoint. (View All Site Content > Create > Custom Lists > Custom List)
      
   2. Create the desired columns in the SharPoint List. This columns can be used as meta data in AgilePoint process template.
      
2. Creating a Process Template
   
   1. Using Envision, create a process template using Microsoft SPList (File > New > AgilePoint > Microsoft SPList).
   2. Enter the URL of the SharePoint List that you just created. This will pull the columns info from the SharePoint List and can be used for metadata binding.
      
   3. Enter 'SPSIntegration' (case sensitive) for the Application Name of the process template. This step is crucial, if not, this process template will not show up in the available process templates list when you enable the SharePoint List to have AgilePoint capability later.

      

   4. Construct your workflow as desired. Use the ListForm shape from SharePoint stencil for your Manual Activity (see below). Manual Activity shape from the Generic stencil does not work in this case.
      

      

   5. Bind the necessary metadata in your process template, i.e. binding the columns from SharePoint List to shapes (Single Condition, Multiple Condition, etc) in the process template.
      
   6. Validate your process template.
      
   7. Publish the process template to AgilePoint Server.
      
3. Enabling AgilePoint Capability at SharePoint List Form
   
   1. In the SharePoint List, go to the 'Add a Workflow' page (Settings > List Settings > Permission and Management > Workflow setting).
      
   2. Select/enter below values for the fields on the page, then click 'Next'.
      
      1. Workflow: AgilePoint Process Launcher
         
      2. Name: Enter any unique name for the workflow
         
      3. Start Options: Start this workflow when a new item is created.
         

      

   3. AgilePoint Process Association will be displayed. Select below values, and click Submit.
      
      1. AgilePoint Process Model: select the process template desired
         
      2. AgilePoint Process Model Version: select the Latest Version. This option will always pick up the latest version of that process template when initiating new process instance.
         

      

   4. To make sure SharePoint List is enabled correctly, a new column with the same name of your SharePoint List will be added. After you initiated your first process instance by creating a new item in the list, a link with display text of 'In Process' will be visible under this column.