Process Builder Procedures / SharePoint
Parent topic: SharePoint

Check Out File from Sharepoint

To check a file out of SharePoint, ​do the procedure in this topic.

Check Out File Configuration Screen



Good to Know

How to Start

  1. On the Organizer, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, go to the Activity Library, and open the SharePoint tab.
      2. On the SharePoint tab, drag the Check Out File activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. Click Check Out File Configuration .

Procedure

  1. On the Check Out File Configuration screen, in the SharePoint field, select your SharePoint access token.

    To create a new access token, click Add Token . For more information, refer to New SharePoint Access Token.

  2. Complete these fields as necessary.
    Field Name Definition

    Site
    Function:
    Specifies the URL for your SharePoint site.
    Accepted Values:
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Example:

    • http://[machine name]:[port]/sites/[site name]

      You must include the /sites in the Site URL for the site to be created successfully.

    Library
    Function:
    Specifies the name of the SharePoint library.
    Accepted Values:
    A valid SharePoint library name.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Folder
    Function:
    Specifies the name of your SharePoint folder.
    Accepted Values:
    The name of your SharePoint folder

    If the folder does not exist within the specified SharePoint list, the AgilePoint system creates it.

    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    File Name
    Function:
    The name of your file.
    Accepted Values:
    A valid file name.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    If File Is Already Checked Out
    Function:
    Specifies what to do if the file is already checked out.
    Accepted Values:
    • Complete Activity - Completes the Check Out activity and continues the process.
    • Suspend Process - Suspends (stops) the process.
    Default Value:
    None
    Accepts Process Data Variables:
    No

    Check Out To Local
    Function:
    Specifies if a file can be checked out from a SharePoint document library to your computer.
    Accepted Values:
    • Deselected - A draft copy of the file is stored on the server. This specifies that you can access the SharePoint file over the Internet.
    • Selected - A copy of the file is checked out on your computer's hard drive. Thus, you can work on the file on your computer.
    Default Value:
    Deselected

RelatedTopics

Parent topic: SharePoint

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Documentation Updated: December 3, 2015

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