Process Activities / SharePoint tab
Parent topic: SharePoint tab

Add User to SharePoint Group activity

An activity that adds a user to a SharePoint Group.



Configure the Add User to SharePoint Group activity

To configure the Add User to SharePoint Group activity, do the procedure in this topic.

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 Add User to SharePoint Group activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

Procedure

  1. Complete the fields on the General Configuration screen.

    For more information, refer to Configure General Options for a System Activity.

  2. Click Add User to SP Group .
  3. Configure Add User to a Group on SharePoint Site Configuration screen.

    For more information, refer to Add User to a SharePoint Group.

  4. (Optional) Click Advanced > E-mail Notification .

    For more information, refer to Configure E-mail Notifications for Any Activity

General Configuration

Specifies the common information for a system activity.



Fields

Field Name Definition

Display Name
Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No

Description
Function:
Specifies an optional description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Add User to a Group on SharePoint Site Configuration

Specifies your user information to add in SharePoint.



Fields

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.

Group Name
Function:
Specifies the name of your SharePoint group.
Accepted Values:
A valid SharePoint group name.
Default Value:
None
Accepts Process Data Variables:
No

User Name
Function:
Specifies the user name to add to your SharePoint group.
Accepted Values:
A user name, with the domain name, in this format:

[domain]\[user name]

Default Value:
None
Accepts Process Data Variables:
No

E-mail ID
Function:
The user's email address.
Accepted Values:
A valid email address.
Default Value:
None
Accepts Process Data Variables:
No

User Notes
Function:
Gives information related to this task. For example, you can specify group-related privileges for an administrator to assign to the user.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Parent topic: SharePoint tab

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Documentation Updated: December 3, 2015

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