Process Activities / SharePoint tab
Parent topic: SharePoint tab

Approve/Reject Content activity

An activity that approves or rejects a document or file with no human action.



Configure the Approve/Reject Content activity

To configure the Approve/Reject Content activity, do the procedure in this topic.

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 Approve/Reject Content activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

Procedure

  1. Complete the fields on the General Configuration screen.

    For more information, refer to Configure General Options for a System Activity.

  2. Click Approve/Reject Content Configuration .
  3. Configure Approve/Reject Content Configuration screen.

    For more information, refer to Approve or Reject Content in Sharepoint.

  4. (Optional) Click Advanced > E-mail Notification .

    For more information, refer to Configure E-mail Notifications for Any Activity

General Configuration

Specifies the common information for a system activity.



Fields

Field Name Definition

Display Name
Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No

Description
Function:
Specifies an optional description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Approve/Reject Content Configuration

Configures an approval or rejection of a document or file.



Fields

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.

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

Folder
Function:
Specifies the name of your SharePoint folder.
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

File Name
Function:
The name of your file.
Accepted Values:
A valid file name.
Default Value:
None
Accepts Process Data Variables:
Yes

Approval Type
Function:
Specifies if the document is approved or rejected.
Accepted Values:
  • Reject - Rejects the document.
  • Approve - Approves the document.
Default Value:
Reject
Accepts Process Data Variables:
No
Parent topic: SharePoint tab

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Documentation Updated: December 3, 2015

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