How to Start
- On the Organizer,
do one of these:
- Do one of these:
- Add an activity:
- In the Process Builder, go to the Activity Library, and
open the SharePoint tab.
- On the SharePoint tab,
drag the activity onto your process.
- Change an activity:
- In your process, double-click your activity.
- Click Next.
- On the SharePoint field, click Add Token .
Fields
Field Name |
Definition |
Token Name
|
- Function:
- Specifies the unique name for your connection to SharePoint.
- Accepted Values:
- A text string that can include letters, numbers, and spaces
- Default Value:
- None
|
Description
|
- Function:
- A description for your access token.
- Accepted Values:
- More than one line of text.
- Default Value:
- None
|
Site Collection URL
|
- Function:
- Specifies the URL of the SharePoint site collection.
- Accepted Values:
- A valid SharePoint URL.
- Default Value:
- None
|
Windows Authentication
|
- Function:
- Specifies if
AgilePoint uses Windows
Authentication to
connect to SharePoint.
- Accepted Values:
-
- Default Value:
- Current User
|
Claim Authentication
|
- Function:
- Specifies Claims authentication options for
SharePoint.
- Accepted Values:
- If this setting is selected, these types of Claims
Authentication are available:
- Form Based Authentication - Activates Forms based authentication
where a custom membership provider to connect to an on-premises SharePoint environment.
- Office 365 - Activates Claims authentication to connect
to SharePoint in an
Office 365 environment. You can use this setting side-by-side
with
on-premises SharePoint.
- Federated Authentication - Activates Federated
authentication to connect to SharePoint — for example, ADFS.
- Default Value:
- Deselected
|
Fed Auth URL
|
- Function:
- Specifies the URL of the federated authentication provider. This
provider supplies security tokens for federated authentication.
- To Open this Field:
-
- Click Federated Authentication.
- Accepted Values:
- A valid federated authentication provider URL
- Default Value:
- None
- Example:
- https://fs.agilityclouds.com
|
Domain
|
- Function:
- The authentication domain.
This does not apply to Form Based Authentication.
- Accepted Values:
- Default Value:
- None
|
User Name
|
- Function:
- Specifies the user name for SharePoint authentication.
- Accepted Values:
- A valid user name.
- Default Value:
- None
- Accepts Process Data Variables:
- No
|
Password
|
- Function:
- The password for the authentication account.
- Accepted Values:
- A valid password.
- Default Value:
- None
- Accepts Process Data Variables:
- No
|
Encrypt
|
- Function:
- Holds the access token in the AgilePoint database as encrypted data.
- Accepted Values:
- Deselected - The access token is in plain text in the database.
- Selected - The access token is encrypted in the database.
- Default Value:
- Deselected
|