Configure User Profile Information in SharePoint

SharePoint Set User Profile Configuration Screen

Prerequisites

• Create an access token for your SharePoint application.
• SharePoint 2013 or later is required.

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 User Profile activity onto your process.
   • Change an activity:
     1. In your process, double-click your activity.
3. Click Set User Profile .

Procedure

1. On the SharePoint Set User Profile Configuration 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
   Site URL	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.
   User	Function: Specifies the user name to associate with the action. Accepted Values: A SharePoint user ID An AgilePoint user name A process data variable that represents a SharePoint user ID or AgilePoint user name. Default Value: None Accepts Process Data Variables: Yes

3. To show the user profile data, click Refresh.
4. Drag your user profile data to the User Profile Data field.

   You can click Move All to move all the user profile data to the User Profile Data field.

5. Complete this field as necessary.

   Field Name	Definition
   Process Data	Function: Gives a list of process data variables that stores the user information. Accepted Values: A valid process data variable. Default Value: None Accepts Process Data Variables: Yes

RelatedTopics

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