Process Builder Procedures / SharePoint
Parent topic: SharePoint

Check In File to Sharepoint

To check a file in to SharePoint, ​do the procedure in this topic.

Check In File 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 Check In File activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. Click Check In File Configuration .

Procedure

  1. To configure your check in file settings, 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.

    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

    Check In Type
    Function:
    Specifies how a file is checked in to a SharePoint document library.
    Accepted Values:
    • MinorCheckIn - The file is in a draft status.
    • MajorCheckIn - The file is ready to be published.
    • OverwriteCheckIn - The check-in file overwrites the same file if it already exists.
    Default Value:
    MajorCheckIn

    Comments
    Function:
    Specifies any information you want to associate with the check-in action.
    Accepted Values:
    More than one line of text.
    Default Value:
    None
    Accepts Process Data Variables:
    No

RelatedTopics

Parent topic: SharePoint

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Documentation Updated: December 3, 2015

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