Process Builder Procedures / SharePoint
Parent topic: SharePoint

Create a SharePoint Site

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

SharePoint New 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 New Site activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. Click New Site Configuration .

Good to Know

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.

    Title for the Site
    Function:
    Specifies the title for the new SharePoint site or site collection.
    Accepted Values:
    One line of text with no spaces.
    Default Value:
    None
    Accepts Process Data Variables:
    No

    Site Template
    Function:
    Specifies the name of the SharePoint site template that is used to create the new SharePoint site or site collection.
    Accepted Values:
    The name of a SharePoint site template.
    Default Value:
    Team Site
    Accepts Process Data Variables:
    No

    Locale
    Function:
    Specifies the locale for the new SharePoint site.

    A locale identifies the language used in a particular region or country.

    Accepted Values:
    A list of locales.
    Default Value:
    English (United States)
    Accepts Process Data Variables:
    No

    Convert If There
    Function:
    Specifies if the activity converts an existing site of the same name to a new SharePoint site.
    Accepted Values:
    • Deselected - The activity does not overwrite an existing SharePoint site.
      If you specify False when a site or site collection already exists, then SharePoint is not modified. The AgileShape exits and updates the appropriate custom process attributes specified by the SaveErrorMessageTo and SaveStatusTo properties.
    • Selected - The activity overwrites an existing SharePoint site.
    Default Value:
    Deselected

    Inherit Permissions from the Parent Site
    Function:
    Specifies if the sub site can inherit permissions from the parent site.
    Accepted Values:
    • Selected - The site inherits permissions from the parent site.
    • Deselected - The site uses unique permissions.
    Default Value:
    Deselected

    Overwrite the Site
    Function:
    Specifies if the activity overwrites the site if it already exists at the location where the new site is to be created.
    Accepted Values:
    • Deselected - The activity does not overwrite an existing SharePoint site.
      If you specify False when a site or site collection already exists, then SharePoint is not modified. The AgileShape exits and updates the appropriate custom process attributes specified by the SaveErrorMessageTo and SaveStatusTo properties.
    • Selected - The activity overwrites an existing SharePoint site.
    Default Value:
    Deselected

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Parent topic: SharePoint

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Documentation Updated: December 3, 2015

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