Create a Form with a SharePoint List

List Form Configuration Screen

Prerequisites

• A process model that uses a SharePoint compatible process template.

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 Start List Form activity onto your process.
   • Change an activity:
     1. In your process, double-click your activity.
3. Click List Form Configuration .

Procedure

1. On the List Form Configuration screen, complete these fields as necessary.

   Field Name	Definition
   Field Name	Function: Specifies the names of the SharePoint list form fields. Accepted Values: Read only. This column shows the columns in your SharePoint list.
   Field Type	Function: Specifies the data types of the SharePoint list form fields. Accepted Values: Read only.
   Editable	Function: Specifies that the form user can change the value in the field.
   Read Only	Function: Specifies that the selected SharePoint list form field is read-only.
   Hidden	Function: Specifies that the selected SharePoint list form field is hidden.
   Submit Step	Function: Specifies if the form based on a SharePoint list is used as the Submit step If you have set a custom field ​as necessary in a SharePoint list, it must be editable on the Submit step, otherwise SharePoint throws an exception. If you have set a field to be of type More than one line of text, the field cannot be set as Read Only. Accepted Values: Deselected - The form is not used as the Submit step. Selected - The form is used as the Submit step. This property must be set to Selected if you create the list item using the form Default Value: Deselected Accepts Process Data Variables: No

RelatedTopics

• Configure General Options for a System Activity
• Standard List Form activity
• Start List Form activity
• Process Data Variables