E-mail Repository (SharePoint)

Specifies the original, or source, location for your attachment file on SharePoint.



How to Start

  1. Log in to AgilePoint NX.
  2. Click Build Apps .
  3. Create an Application or Open an Application
  4. On the Organizer, do one of these:
  5. In the Process Builder, in the My Application pane, expand your application, and click E-mails.
  6. Do one of these:
    • To create an e-mail template, click New .
    • To change an e-mail template, click the template, and click Edit .
  7. On the Content tab, click Open Repository.
  8. On the E-mail Repository screen, select SharePoint , and click Next.

Fields

Field Name Definition

Attachment Name

Function:
Specifies the name for your attachment file.
Accepted Values:
One line of text with no spaces.
Default Value:
None
Accepts Process Data Variables:
No

Access Token

Function:
Specifies the access token that connects to your SharePoint application.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Process Data Variables:
No

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.

Document Library

Function:
Specifies the name of the SharePoint document library.
Accepted Values:
A valid SharePoint document library name.
Default Value:
None
Accepts Process Data Variables:
Yes

Choose File Path

Function:
Specifies the file in your repository.
Accepted Values:
The name of a file in your repository.
Default Value:
None
Accepts Process Data Variables:
No