Process Activities / SharePoint tab
Parent topic: SharePoint tab

Portal Listing activity

An activity that adds a link to a SharePoint link library. This activity is usually used with the SharePoint Portal site template.



Configure the Portal Listing activity

To configure the Portal Listing 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 Portal Listing 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 Portal Listing Configuration .
  3. Configure Portal Listing Configuration screen.

    For more information, refer to Add a Link to a SharePoint Link Library.

  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

Portal Listing Configuration

Specifies how to put a file in a SharePoint Record Center. .



Fields

Field Name Definition

Link Library Name
Function:
Specifies the name of the SharePoint library to add a new link.
Accepted Values:
A valid SharePoint library name.
Default Value:
Links - Specifies the name of a SharePoint list template.

You can add a list of web pages to the link library that uses this template.

Accepts Process Data Variables:
No

Notes
Function:
The information about the new portal link you want to provide.
Accepted Values:
A text string.
Default Value:
None
Accepts Process Data Variables:
No

Title
Function:
Specifies the title for your new portal link.
Accepted Values:
A text string.
Default Value:
None
Accepts Process Data Variables:
No

Overwrite
Function:
Specifies if the activity writes over a link URL, or creates a new one.
Accepted Values:
  • Deselected - The activity creates a link, and does not write over a link.
  • Selected - The activity writes over a link.

    If you specify Selected and a link is there, the activity replaces a link URL with the new link. The activity changes the non-URL properties of the link.

Default Value:
Deselected
Parent topic: SharePoint tab

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Documentation Updated: December 3, 2015

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