Create a List Item in Sharepoint

To create a SharePoint list item, do the procedure in this topic.

Create List Item Configuration Screen



Good to Know

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

Procedure

  1. To configure your SharePoint site settings, 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.

    Accepted Values:
    The name of your SharePoint list.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Content Type

    Function:
    Specifies the content type for the list item.
    Accepted Values:
    The name of your content type.
    Default Value:
    None
    If you don't provide a content type for the list item, the SharePoint system applies a default content type, named "Item."
    Accepts Process Data Variables:
    No

    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
  2. If you select the name of the SharePoint list in the List field, complete these fields as necessary.
    Field Name Definition

    Field Display Name

    Function:
    Specifies the SharePoint column names for your list or library.
    Accepted Values:
    Read only.

    The values show when you select a list item.

    Field Internal Name

    Function:
    Specifies the internal names of the SharePoint columns for your list or library.
    Accepted Values:
    Read only.

    The values show when you select a list item

    Value

    Function:
    The value for the SharePoint column.
    Accepted Values:
    • A valid column value.
    • A null value.
    • A process data variable.
    • An XPath to a schema element.

      To add XML metadata associated with the process model, click the button in the Value field.

    • An attachment.

      You can attach a file using:

      • Local file path - c:\[path]\[file name]
      • URL - http://[URL]/[file name]
    Default Value:
    The data type of the SharePoint column.
    By default, the Value field displays the column's data type. Set the actual value.
    Accepts Process Data Variables:
    Yes