Maintain a SharePoint integration site

You can modify and delete a SharePoint integration site and also view associations on the SharePoint page.

To open the SharePoint page, navigate to Integration > SharePoint.

Modify a SharePoint site configuration

  1. On the SharePoint page, click the SharePoint integration to open for modification.
    The Edit Sharepoint site configuration dialog box is displayed.
  2. Make changes to the settings as needed.
  3. Click Save.

Delete a SharePoint site

On the SharePoint page, on the context menu of the SharePoint site to delete, click Delete.

On confirmation, the site is deleted.

View associations

View the list of processes (all types), business rules and forms associated with the SharePoint integration.

Note If the SharePoint site (for the Create folder node) integration is configured in any of the versions to Kofax TotalAgility 7.7.0, on upgrading, the associated processes for a SharePoint integration are not listed. You must reconfigure the integration to view the processes using this integration.

To view associations, on the SharePoint page, on the context menu of the SharePoint integration for which to view the associations, click Associations.

The Integration associations - <SharePoint site integration name> dialog box displays the following list of associations with name and type: Business processes, case definitions, fragments, business rules, and forms, if any.

You can click the name link to open the item in a new browser tab and make changes, as needed.