Task form of workflow started from SharePoint

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    Lucas Drege

    Tim,

    Currently, Form-Based applications and process applications have different application resources, and cannot be shared between applications.  Though we do have that functionality within an application.

    For your use case, design task forms within the process, and re-use and modify each task form as you might need.

    As for Form Import, this is supported for styling and form fields only, and not data-bound fields as you've seen.  This feature is on the roadmap, though we do not have a date for it yet.

    Lucas

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    Tim Dempsey

    Hi Lucas! Thanks for the follow up. So to clarify, if I have an AP form that is triggered from a SharePoint list. I open it in SharePoint, I submit the form, it kicks off a workflow. The first step is to send to you for approval. Is there a way I can recreate the same form view as the submitter and any updates of those fields be streamlined in the process? Can I map fields to the sharepoint data source from my task form?

    I guess my main goal would be to start a process in SharePoint then carry out an approval process workflow within the same list. Hope that clarifies it! 

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    AgilePoint NX Support

    Yes, this is possible. When you are creating a new form, below screen will be presented with two options one for Blank Form and another for Existing Form. Choosing Existing Form would let you reuse any form which is already present inside the same application. Once the form is created using reuse you can connect to SharePoint DataSource.

     

    Regards

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    Tim Dempsey

    Yes I am aware of the choose existing feature and apologies as I may not have articulated this correctly. I am trying to link my process based form to my sharepoint list. In the form process app, the fields update and are created great. When a process based app (workflow) is added to the list (for an approval process), how do I map those fields to the form and map those fields to update the SP list?

    Here is a screenshot. This is from the process based app. My goal is to update the form data from the workflow tasks. Would it just be - recreate the form (form in 2 applications) then update metadata activity after task?

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    Tim Dempsey

    @Lucas on second attempt, i was able to drag the fields on the form and it updated! Thank you again.

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    Lucas Drege

    Awesome, Tim!  Glad it is working for you.  Please let us know if you run into anything else!

    Lucas

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