Approve or Reject Content in Sharepoint

Approve/Reject Content Configuration Screen

Good to Know

• In most text fields, you can use process data variables as an alternative to literal data values.

How to Start

1. On the Organizer, do one of these:
   • Open a process.
   • Create a process.
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 Approve/Reject Content activity onto your process.
   • Change an activity:
     1. In your process, double-click your activity.
3. Click Approve/Reject Content Configuration .

Procedure

1. On the Approve/Reject Content Configuration screen, in the SharePoint field, select your SharePoint access token.

   To create a new access token, click Add Token . For more information, refer to New SharePoint Access Token.

2. To configure your document or file settings, complete these fields as necessary.

   Field Name	Definition
   Site	Function: Specifies the URL for your SharePoint site. Accepted Values: A valid SharePoint site URL A process data variable 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

3. To specify whether to approve or reject the document or file, in the Approval Type field, select Approve or Reject.

RelatedTopics

• Approve/Reject Content activity
• Configure General Options for a System Activity
• Process Data Variables