Create a SharePoint List

Create SharePoint List Configuration Screen

Good to Know

• In most text fields, you can use process data variables as an alternative to literal data values.

How to Start

1. On the Organizer, do one of these:
   • Open a process.
   • Create a process.
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 Create SharePoint List activity onto your process.
   • Change an activity:
     1. In your process, double-click your activity.
3. Click Create SharePoint List Configuration .

Procedure

1. To configure your settings for a new Sharepoint list, complete these fields as necessary.

   Field Name	Definition
   SharePoint	Function: Specifies the access token that connects to your SharePoint site. Accepted Values: A list of access tokens configured for your environment. Default Value: None Accepts Process Data Variables: No
   Add Token	Opens this Screen: New SharePoint Access Token Function of this Screen: Configures a new access token for SharePoint.
   Site	Function: Specifies the URL for your SharePoint site. Accepted Values: A valid SharePoint site URL A process data variable 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.
   List	Function: Specifies the name of your SharePoint list. Accepted Values: The name of your SharePoint list. Default Value: None Accepts Process Data Variables: Yes
   List Type	Function: Specifies the type of SharePoint list you want. Accepted Values: Announcements Contacts Custom List Custom List in Datasheet View Data Sources Discussion Board Document Library Events Form Library Issues Links Picture Library Survey Tasks Default Value: Custom List
   Description	Function: A description of your SharePoint list. Accepted Values: One line of text that can have spaces. Default Value: None Accepts Process Data Variables: No
   Display on Quick Launch	Function: Specifies if you want to include the SharePoint list in the Quick Launch menu. Accepted Values: Deselected - The list is not included in the Quick Launch menu. Selected - The list is included in the Quick Launch menu. Default Value: Deselected

2. If you have selected a custom list type, complete these fields as necessary.

   Field Name	Definition
   Column Name	Function: Specifies the name of a custom SharePoint list column. This option is available only when you select the Custom List option in the List Type field. Custom List is a built-in SharePoint list template. Accepted Values: One line of text with no spaces. Default Value: None Accepts Process Data Variables: Yes
   Column Type	Function: Specifies the column type for a custom SharePoint list column. This option is available only when you select the Custom List option in the List Type field. Custom List is a built-in SharePoint list template. Accepted Values: Text Calculated Choice Currency Date Time Lookup Number User Default Value: None
   Column Description	Function: The free text description of a custom SharePoint list column. This option is available only when you select the Custom List option in the List Type field. Custom List is a built-in SharePoint list template. Accepted Values: One line of text. Default Value: None Accepts Process Data Variables: Yes
   Column Required	Function: Specifies whether the custom SharePoint column is required. This option is available only when you select the Custom List option in the List Type field. Custom List is a built-in SharePoint list template. Accepted Values: Deselected - The custom SharePoint column is not required. Selected - The custom SharePoint column is mandatory. Default Value: Deselected
   Add	Function: Creates a row.
   Remove	Function: Deletes the row.

RelatedTopics

• Configure General Options for a System Activity
• Create SharePoint List activity
• Process Data Variables