To copy a document set from one SharePoint location to a different location,
do the procedure in this topic.
Copy Document Set Source Configuration Screen
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 Copy Document Set
activity onto your process.
- Change an activity:
- In your process, double-click your activity.
- Click
Copy Source Document Set Configuration .
Procedure
- To configure your SharePoint connection, on the Copy Document Set Source Configuration screen, complete these fields
as necessary.
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
|
Add Token
|
- Opens this Screen:
- New SharePoint Access Token
- Function of this Screen:
- Configures a new access token for SharePoint.
|
- To configure your SharePoint source location, complete these fields
as necessary.
Field Name |
Definition |
Site
|
- Function:
- Specifies the URL for your SharePoint site. The source site contains your SharePoint document library and document set — for example, the document set to copy or move to the target document library.
- Accepted Values:
- A valid SharePoint site URL.
- Default Value:
- None
- Accepts Process Data Variables:
- No
|
Document Library
|
- Function:
- Specifies the name of the SharePoint document library. The source document library contains the document set to copy or move to the target document library.
- Accepted Values:
- The name of your SharePoint library.
- Default Value:
- None
- Accepts Process Data Variables:
- No
|
Document Set
|
- Function:
- Specifies the name of the document set.
- Accepted Values:
- The name of your document set.
- Default Value:
- None
- Accepts Process Data Variables:
- Yes
|
- To configure additional settings, complete these fields
as necessary.
Field Name |
Definition |
Filter
|
- Function:
- Specifies the file name or a set of files expressed with the filter expression to search
within the specified source location.
- Accepted Values:
- A file name.
- A filter string that uses asterisks (*) as wildcards.
- Default Value:
- None
- Accepts Process Data Variables:
- No
- Example:
- These are some examples of filter expressions:
- *.* - All files are searched.
- *.xml - The files that have the
.xml file extension are searched.
- *.doc - The files that have the
.doc file extension are searched.
- MyFile.xml - Only the specific file MyFile.xml is searched.
The filter action is done at the source location specified in the activity.
|
Overwrite File
|
- Function:
- Specifies if the activity overwrites the files if they already exist at the specified destination location.
- Accepted Values:
- Deselected - The activity does not overwrite any existing file..
- Selected - The activity overwrites the file if it exists with the same name at the destination location..
- Default Value:
- Deselected
|
Recursive (Include Subfolders)
|
- Function:
- Specifies if the activity's action — such as copy, upload, or delete — is recursive.
In other words, it specifies if the activity does the action again in the subfolders
of the target location
- Accepted Values:
- Deselected - The activity does the action only on the files in the specified source folder. There is no effect on files in subfolders.
- Selected - The activity does the action on the files in the specified source folder, as well as the files in the subfolders.
- Default Value:
- Deselected
|
- Click Copy Target Document Set Configuration .
- To configure your SharePoint target location, complete these fields
as necessary.
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
|
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. The target site contains the document library to copy or move the document set from the source document library.
- Accepted Values:
- A valid SharePoint site URL.
- Default Value:
- None
- Accepts Process Data Variables:
- No
|
Document Library
|
- Function:
- Specifies the name of the destination SharePoint document library
where you want to copy or move the document set.
- Accepted Values:
- The name of your SharePoint document library.
- Default Value:
- None
- Accepts Process Data Variables:
- No
|
Folder
|
- Function:
- Specifies the name of the SharePoint folder to copy or move the document set from the source location.
- Accepted Values:
-
The name of your SharePoint folder
If the folder is not in the specified SharePoint list, the AgilePoint system creates the folder.
- Default Value:
- None
- Accepts Process Data Variables:
- No
|