Copy Files from SharePoint Source Site

Copy Files Source Site Configuration Screen

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

Procedure

1. On the Copy Files Source Site Configuration screen, in the SharePoint field, select the access token from the list.

   To create a new access token, click Add Token . For more information, refer to New SharePoint Access Token.

2. In the Site field, select a valid URL from where you want to copy the files.
3. In the Library field, select a valid Sharepoint library which has the files you want to copy.
4. In the Folder field, select a valid Sharepoint folder which has the files you want to copy.
5. (Optional) In the Filter field, enter a file name or a set of files you want to search within the specified source location.

   Field Name

   Definition

   Filter

   Function: Specifies the file name or a set of files expressed with the filter expression to search within the specified source location. Accepted Values: A file name. A filter string that uses asterisks (*) as wildcards. Default Value: None Accepts Process Data Variables: No Example: These are some examples of filter expressions: *.* - All files are searched. *.xml - The files that have the .xml file extension are searched. *.doc - The files that have the .doc file extension are searched. MyFile.xml - Only the specific file MyFile.xml is searched. The filter action is done at the source location specified in the activity.

RelatedTopics

• Configure General Options for a System Activity
• Copy Files activity
• Copy Files to SharePoint Target Site
• Process Data Variables