Process Builder Procedures / SharePoint
Parent topic: SharePoint

Create a SharePoint Form Library

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

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

Procedure

  1. To configure a new Sharepoint form library, 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.

    Form Library Name
    Function:
    Specifies the name for the new form library.
    Accepted Values:
    One line of text with no spaces.
    Default Value:
    None
    Accepts Process Data Variables:
    No

    Form Template Relative Path
    Function:
    Specifies the location of the InfoPath form template file to use with the new form library.
    Accepted Values:
    An InfoPath file path relative to the AgilePoint Server application's root directory.
    Default Value:
    None
    Accepts Process Data Variables:
    No
    Example:
    • If AgilePoint Server is installed at:

      c:\Inetpub\wwwroot\AgilePointServer\

      And, the InfoPath form template file is located at:

      c:\Inetpub\wwwroot\AgilePointServer\files\MyTemplate.xsn

      Then, this property must be set to the following value:

      files\MyTemplate.xsn

RelatedTopics

Parent topic: SharePoint

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Documentation Updated: December 3, 2015

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