Most of the AgilePoint customers use AgilePoint as a process enabling platform for which becomes a backbone of their entire IT infrastructure. The reason for this is that AgilePoint does not limit you to just OOTB functionality but provides an extremely extensible framework of components which can added on top of the ones available OOTB….
Category: eForms
SharePoint Term Store lookup and Managed Metadata column support in eForms
For any company which works with SharePoint 2013 and beyond, managed metadata and term store support is something you will run into often. I have recorded a video which covers the support for managed metadata and ability to bind SharePoint term set lookup to a dropdown kind of control. This enables users to lookup a term set…
Local file system as file repository for eForms
When it comes to supporting document repositories for file upload, AgilePoint provides a wide array of choices as shown below. At the time of writing this article, support for NetSuite, FTP and SFTP were just about to be released so are missing from the screenshot but would be made available in a month’s time. The list…
Upload large files using eForms
In a regular scenario people usually upload files ranging from few Kilobytes to few Megabytes only but in some rare scenarios there is a use case to upload large file as big as hundreds on Megabytes through the form. AgilePoint NX eForms makes file upload max limit configurable through the file upload control as shown below However…
Multi Lingual Forms
Ability to define multiple languages on the same form is a highly sought after feature by big enterprises who have participants spread across multiple countries. Please do not confuse this with the 10-12 languages in which entire AgilePoint product is localized. This is the feature specific to forms as most of the users directly deal…
Pre-populate data on the initial form based on previous process instance data
In some of the client projects you might run into a requirement where they wish to start a new request but instead of making the user fill in all the data from scratch, they wish to copy over the data from one of the previous request they had submitted. This is often the case when…
Restrict workflow activity and form lookup usage to certain users in AgilePoint NX
Sometimes during the client discovery calls, there is a question that they wish to restrict usage of certain workflow activities and workflow lookup to certain designers only based on their permissions. This scenario is already covered in the permission management system of AgilePoint NX. An app designer can see all the shapes but in order…
Read data from excel sheet and populate on eForms
Sometimes the requirement is to have an AgilePoint eForm in which an Excel file can be uploaded. Once uploaded we need to grab the data in the Excel file and populate it to the different fields in the form. There are N number of ways of doing this based on Effort VS Reusability Vs Customer’s willingness…
Barcode control in AgilePoint NX eform
In this article, I would demonstrate how to use a 3rd party barcode generation service and render the returned result back in the form. Though I have used an open source service for the sample app, same concept would work for any of the paid subscription service for barcode generation. Start by creating a form…
Store file on network drive through eForms or Process
If system admin tries to map a drive on AgilePoint NX server machine manually, it will not be usable by AgilePoint NX server as it is not mapped in context of this service. This is where intricacies of Map drive and how it works at O/S level shows up and that is what we are going…
Client Side Rendering Vs Server Side Rendering – Part 1
Often times a topic comes up during design phase of a project that with regards to choice of form technology, it is better to go for client side rendering technologies like HTML 5, JQuery, CSS or server side technologies like ASP.Net and which one is better for content based webpages Vs digital forms Difference Between…
Expose AgilePoint NX forms to people outside company network
A lot of times, clients want to create their customer facing apps as well as expose them to the users without having to create separate login ID’s for each one of them and still maintain some security aspects. On top of it some of them want to even include these anonymous users at some point…