Set the Permission for a SharePoint Resource

Set Permission Screen

Prerequisites

• Create an access token for your SharePoint application.

Good to Know

• In most text fields, you can use process data variables as an alternative to literal data values.

How to Start

1. On the Organizer, do one of these:
   • Open a process.
   • Create a process.
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 Set Permission activity onto your process.
   • Change an activity:
     1. In your process, double-click your activity.
3. Click Set Permission .

Procedure

1. On the Remove Permission screen, in the SharePoint field, select your SharePoint access token.

   To create a new access token, click Add Token . For more information, refer to New SharePoint Access Token.

2. Complete these fields as necessary.

   Field Name	Definition
   Set Permission for	Function: Specifies the item for which to set the permissions. Accepted Values: Site Collection Site List/Library List Item Default Value: Site Collection Accepts Process Data Variables: No
   Site	Function: Specifies the URL for your SharePoint site. Accepted Values: A valid SharePoint site URL A process data variable 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/Library	Function: Specifies the name of the SharePoint library or list. To Open this Field: Select List/Library or List Item. Accepted Values: A valid SharePoint library name or list name. Default Value: None Accepts Process Data Variables: Yes
   List Item ID	Function: Specifies the ID of a SharePoint list item. To Open this Field: Select List Item. Accepted Values: The ID of your SharePoint list item. Default Value: None Accepts Process Data Variables: Yes

3. Click Participants .
4. On the User/Group Configuration screen, in the Permission Type List, select the type.
5. (Optional) Search the items in the list of users or groups to narrow your results.
6. Select the list, drag the user or group onto the Details list.
7. Click Permission Level .
8. On the Permission Levels screen, in the Permission Levels, select the permission levels for the user or group.

RelatedTopics

• Set Permission activity
• Configure General Options for a System Activity
• Process Data Variables