Process Builder Procedures / SharePoint
Parent topic: SharePoint

Move SharePoint List Item

To move a SharePoint list item from one SharePoint location to a different location, do the procedure in this topic.

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

Procedure

  1. To configure the source site for your SharePoint list item, 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 Move List Item Target Configuration .
  3. To configure your target site for the list item, 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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