Create a Document Set

Create Document Set 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 Create Document Set activity onto your process.
   • Change an activity:
     1. In your process, double-click your activity.
3. Click Create Document Set Configuration .

Procedure

1. To configure your settings to create a document set, on the Create Document Set 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: A valid SharePoint site URL A process data variable 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.
   Document Library	Function: Specifies the name for the new document library. Accepted Values: One line of text that can have spaces. Default Value: None Accepts Process Data Variables: No
   Document Set Name	Function: Specifies the name for the document set. Accepted Values: One line of text. Default Value: None Accepts Process Data Variables: No

2. (Optional) To specify the Folder and the Document Set Content Type, complete these fields as necessary.

   Field Name	Definition
   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
   Document Set Content Type	Function: Specifies the content type for your document set. Accepted Values: One line of text. Default Value: None If this field is blank, SharePoint shows the default document set content type. Accepts Process Data Variables: No

RelatedTopics

• Configure General Options for a System Activity
• Create Document Set activity
• Process Data Variables