Process Activities / SharePoint tab
Parent topic: SharePoint tab

New Site activity

An activity that creates a SharePoint site.



Configure the New Site activity

To configure the New Site 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 New Site 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 New Site Configuration .
  3. Configure New Site Configuration screen.

    For more information, refer to Create a SharePoint Site.

  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

SharePoint New Site Configuration

Specifies how to create a new SharePoint site.



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 URL
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.

Site Title
Function:
Specifies the title for the new SharePoint site or site collection.
Accepted Values:
One line of text with no spaces.
Default Value:
None
Accepts Process Data Variables:
No

Locale
Function:
Specifies the locale for the new SharePoint site.

A locale identifies the language used in a particular region or country.

Accepted Values:
A list of locales.
Default Value:
English (United States)
Accepts Process Data Variables:
No

Site Template
Function:
Specifies the name of the SharePoint site template that is used to create the new SharePoint site or site collection.
Accepted Values:
The name of a SharePoint site template.
Default Value:
Team Site
Accepts Process Data Variables:
No

Convert If There
Function:
Specifies if the activity converts an existing site of the same name to a new SharePoint site.
Accepted Values:
  • Deselected - The activity does not overwrite an existing SharePoint site.
    If you specify False when a site or site collection already exists, then SharePoint is not modified. The AgileShape exits and updates the appropriate custom process attributes specified by the SaveErrorMessageTo and SaveStatusTo properties.
  • Selected - The activity overwrites an existing SharePoint site.
Default Value:
Deselected

Inherit Permissions from the Parent Site
Function:
Specifies if the sub site can inherit permissions from the parent site.
Accepted Values:
  • Selected - The site inherits permissions from the parent site.
  • Deselected - The site uses unique permissions.
Default Value:
Deselected

Overwrite the Site
Function:
Specifies if the activity overwrites the site if it already exists at the location where the new site is to be created.
Accepted Values:
  • Deselected - The activity does not overwrite an existing SharePoint site.
    If you specify False when a site or site collection already exists, then SharePoint is not modified. The AgileShape exits and updates the appropriate custom process attributes specified by the SaveErrorMessageTo and SaveStatusTo properties.
  • Selected - The activity overwrites an existing SharePoint site.
Default Value:
Deselected
Parent topic: SharePoint tab

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Documentation Updated: December 3, 2015

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