Process Activities / SharePoint tab
Parent topic: SharePoint tab

Check In File activity

An activity that checks a file in to SharePoint.



Configure the Check In File activity

To configure the Check In File activity, do the procedure in this topic.

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 In File activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

Procedure

  1. Complete the fields on the General Configuration screen.

    For more information, refer to Configure General Options for a System Activity.

  2. Click Check In File Configuration .
  3. Configure Check In File Configuration screen.

    For more information, refer to Check In File to Sharepoint.

  4. (Optional) Click Advanced > E-mail Notification .

    For more information, refer to Configure E-mail Notifications for Any Activity

General Configuration

Specifies the common information for a system activity.



Fields

Field Name Definition

Display Name
Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No

Description
Function:
Specifies an optional description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Check In File Configuration

Specifies how to configure the activity to check in files in SharePoint.



Fields

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.

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

Check In Type
Function:
Specifies how a file is checked in to a SharePoint document library.
Accepted Values:
  • MinorCheckIn - The file is in a draft status.
  • MajorCheckIn - The file is ready to be published.
  • OverwriteCheckIn - The check-in file overwrites the same file if it already exists.
Default Value:
MajorCheckIn

Comments
Function:
Specifies any information you want to associate with the check-in action.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No
Parent topic: SharePoint tab

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Documentation Updated: December 3, 2015

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