Process Builder Procedures / SharePoint
Parent topic: SharePoint

Create a SharePoint Library

To create a new SharePoint library, do the procedure in this topic.

New Library 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 New Library activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. Click New Library Configuration .

Procedure

  1. To configure your new Sharepoint library, 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:
    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 Template
    Function:
    Specifies the name of the SharePoint list template to be used to create the new document library.
    Accepted Values:
    The name of the SharePoint list template.
    Default Value:
    Document Library
    Accepts Process Data Variables:
    No
    Example:

    Following are some SharePoint list templates:

    • Document Library - The SharePoint default.
    • Control Document Library - Included with SharePoint Integration for AgilePoint.

    Document Library Name
    Function:
    Specifies the name for the new document library.
    Accepted Values:
    One line of text that can have spaces.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Document Template
    Function:
    Specifies the SharePoint document template to be associated with the new document library.
    Accepted Values:
    The name of a SharePoint document template.

    The valid values for this property are the same as the values listed in the New Document Library page, such as:

    • Microsoft Office FrontPage Web page
    • Microsoft Office Excel spreadsheet
    • Microsoft Office PowerPoint presentation
    • Basic page
    • Web Part Page

    The New Document Library page is displayed when you manually create a new document library in SharePoint.

    Default Value:
    Microsoft Office Word document - A new document library is created for Microsoft Word documents.
    Accepts Process Data Variables:
    No

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Parent topic: SharePoint

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Documentation Updated: December 3, 2015

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