To download documents from a document set to the local file system of the AgilePoint Server
machine, do the procedure in this topic.
Download Document Set 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 Download Document Set
activity onto your process.
- Change an activity:
- In your process, double-click your activity.
- Click
Download Document Set Configuration .
Procedure
- To configure your settings to download a document set, on the Download Document Set 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.
|
Site
|
- Function:
- Specifies the URL for your SharePoint site.
- Accepted Values:
-
- Default Value:
- None
- Accepts Process Data Variables:
- Yes
- Example:
-
|
Document Library
|
- Function:
- Specifies the name for the new document library.
- Accepted Values:
- One line of text that can have spaces.
- 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
|
Local Path
|
- Function:
- Specifies the location of the file system folder on the local computer where the activity does an action, such as uploading or downloading files.
This setting gives the source location for the files to be uploaded and the target location for the files to be downloaded.
- Accepted Values:
- A file path relative to the AgilePoint Server
application's root directory.
- Default Value:
- None
- Accepts Process Data Variables:
- Yes
- Example:
- If AgilePoint Server is installed at:
c:\Inetpub\wwwroot\AgilePointServer\
And, the file once downloaded is to be located at:
c:\Inetpub\wwwroot\AgilePointServer\files\MyFile.txt
Then, the LocalPath property must be set to the following value:
files
- If AgilePoint Server is installed at:
c:\Inetpub\wwwroot\AgilePointServer\
And, the file once downloaded is to be located at:
c:\Inetpub\wwwroot\AgilePointServer\files\temp\MyFile.txt
Then, the LocalPath property must be set to the following value:
files\temp
|
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
|