Configure User Profile Information in SharePoint

To configure user profile information in SharePoint, do the procedure in this topic.

SharePoint Set User Profile Configuration Screen



Prerequisites

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 Set User Profile activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. Click Set User Profile .

Procedure

  1. On the SharePoint Set User Profile Configuration screen, in the SharePoint field, select your SharePoint access token.

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

  2. Complete these fields as necessary.
    Field Name Definition

    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.

    User

    Function:
    Specifies the user name to associate with the action.
    Accepted Values:
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
  3. To show the user profile data, click Refresh.
  4. Drag your user profile data to the User Profile Data field.

    You can click Move All to move all the user profile data to the User Profile Data field.

  5. Complete this field as necessary.
    Field Name Definition

    Process Data

    Function:
    Gives a list of process data variables that stores the user information.
    Accepted Values:
    A valid process data variable.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes