SMART 2.0 — AgilePoint & approvals
AgilePoint runs long-running approvals (delays, many change orders, land-dev steps, etc.). SMART 2.0 hosts the UI: you start or resume processes from process-dashboard.aspx, email links, or module actions, then complete forms in Process Viewer / Form Render.
Who uses this
Section titled “Who uses this”| Role | Why |
|---|---|
| Production / supers | Delay approvals |
| PM / purchasing | Change orders, vendor issues |
| Land / accounting | Land-dev and invoice approvals (division-specific) |
| Any approver in workflow | Tasks assigned in AgilePoint |
Key pages
Section titled “Key pages”| Page | Purpose |
|---|---|
| Process dashboard | Your open AgilePoint tasks (inbox) |
| Start new process | Start a process you are authorized to run |
| Process Viewer | View process instance status and history |
| Form Render | Complete approval forms (fields, attachments) |
| Process Adaptation | Process adaptation / admin (limited users) |
| WorkSmart process status | Check WorkSmart process status |
Screenshots and step-by-step detail: screen reference (AgilePoint section).
Module pages may embed task boxes or deep-link into these URLs when a workflow is triggered.
Typical workflow (delay example)
Section titled “Typical workflow (delay example)”- User enters delay in Production (web or desktop) — see Delays.
- SMART creates or triggers an AgilePoint process (division rules).
- Approver receives email with link to SMART 2.0 (often
FormRender.aspxor Process Viewer). - Approver reviews dates, reason, lot context → Approve or Reject.
- On completion, schedule tables update; lot inquiry shows new dates after refresh.
Same pattern applies to many change orders and land workflows — always finish the web form, not only a desktop note.
Login and cookies
Section titled “Login and cookies”- Internal users: usually already logged in via
login.aspx(LDAP + session). - AgilePoint may set its own cookies (
UserID,FullName) alongside Forms auth. - Some standalone process URLs use
/Scripts/authenticate.js— allow pop-ups and third-party cookies per IT policy.
Browser tips
Section titled “Browser tips”- Do not close the browser mid-form without saving — use Save Draft if offered.
- Copy the process ID from the URL when calling IT (support).
- If the form is blank, session may have expired — log in again and reopen the link.
Troubleshooting
Section titled “Troubleshooting”| Problem | What to try |
|---|---|
| Link opens login, then 403 | Web app or AgilePoint role missing |
| Process “stuck” | Note process ID; BPM admin checks AgilePoint server |
| Approved but lot unchanged | Wait for listener; refresh; check SMART 1.0 lot inquiry |
| Pop-up blocked | Allow pop-ups for thesmartbuilder.net |
Related
Section titled “Related”Integration points
Section titled “Integration points”| Location | Role |
|---|---|
agilepoint/ folder | CPI, config loaders, test pages |
workplace/api/ajax/agilepoint.asmx | Start processes from XML/AJAX |
AppCode/ldap.cs | Sets AgilePoint user context on login |