Quick Start for SharePoint Integration

These are the basic steps to create and run an application using SharePoint Integration for Office 365 and AgilePoint NX:

  1. Add the AgilePoint App to Your SharePoint Site Collection.
  2. Show the AgilePoint Dashboard App Part on a SharePoint Page.
  3. Create an Access Token for SharePoint.
  4. Set the AgilePoint Configuration List for Office 365 Integration.
  5. Create an Application to Start from SharePoint.
  6. Publish your process.
  7. Associate an AgilePoint Process with a SharePoint List or Library
  8. Start your process with the event you specified.
  9. Complete your tasks in the AgilePoint Dashboard