Move Files from One SharePoint Location to a Different Location

Move Files Source Site Configuration Screen

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

Good to Know

• In most text fields, you can use process data variables as an alternative to literal data values.

Procedure

1. To configure your SharePoint source location for your files, 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 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: 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.
   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
   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

2. Click Move File Target Configuration .
3. To configure your SharePoint target location for your files, 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 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: 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.
   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
   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

RelatedTopics

• Configure General Options for a System Activity
• Move Files activity
• Process Data Variables