Process Builder Procedures / SharePoint
Parent topic: SharePoint

Copy a Sharepoint List Item

To copy a SharePoint list item from one folder or list to another, do the procedure in this topic.

Copy List Item Source Site Configuration Screen





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 Copy List Item activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. Click Copy List Item Source Configuration .

Procedure

  1. To configure the SharePoint source for your files, 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
    Accepts Process Data Variables:
    No

    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.
    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.

    List
    Function:
    Specifies the name of your SharePoint list. The source list contains the list items you want to copy or move to the destination list.
    Accepted Values:
    The name of your SharePoint list.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Folder
    Function:
    Specifies the name of your SharePoint folder. The source folder contains the list items you want to copy or move to the destination folder.
    Accepted Values:
    The name of your SharePoint folder.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    List Field Name
    Function:
    Specifies the name of a SharePoint list column.
    Accepted Values:
    Read only.

    "ID", the list column that specifies the unique list item ID.

    List Item Field Value
    Function:
    Specifies the SharePoint list column's value.

    This value can be used as a filter to limit the scope of the action.

    Accepted Values:
    The list column's value.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
  2. Click Copy List Item Target Configuration .
  3. To configure the SharePoint target for your files, 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
    Accepts Process Data Variables:
    No

    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.
    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.

    List
    Function:
    Specifies the name of the destination SharePoint list where you want to copy or move the list items.
    Accepted Values:
    The name of your SharePoint list.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Folder
    Function:
    Specifies the name of the SharePoint folder where you want to copy or move the list items from the source location.
    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

RelatedTopics

Parent topic: SharePoint

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Documentation Updated: December 3, 2015

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