Process Activities / SharePoint tab
Parent topic: SharePoint tab

Create Document Set activity

An activity that creates a document set.



Configure the Create Document Set activity

To configure the Create Document Set 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 Create Document Set 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 Create Document Set Configuration .
  3. Configure Create Document Set Configuration screen.

    For more information, refer to Create a Document Set.

  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

Create Document Set Configuration

Specifies your settings for creating a document set.



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.

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

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

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
Parent topic: SharePoint tab

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Documentation Updated: December 3, 2015

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