Change a SharePoint Group

To change a SharePoint group, ​do the procedure in this topic.

Update SharePoint Group 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 Update SharePoint Group activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. Click Update SP Group Configuration .

Procedure

  1. To configure your settings to change a SharePoint group, on the Update SharePoint Group 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:
    • http://[machine name]:[port]/sites/[site name]

      You must include the /sites in the Site URL for the site to be created successfully.

    Existing Group Name

    Function:
    Specifies the name of the SharePoint group to change.
    Accepted Values:
    A valid SharePoint group name.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    New Group Name

    Function:
    Specifies the target, or new, name for the SharePoint group.
    Accepted Values:
    One line of text.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    New Group Description

    Function:
    Specifies your target group description.
    Accepted Values:
    More than one line of text.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    New Group Owner

    Function:
    Specifies the name of the SharePoint user to be the new owner of your group.
    Accepted Values:
    A user name, with the domain name, in this format:

    [domain]\[user name]

    Default Value:
    None
    Accepts Process Data Variables:
    Yes