Check Out File from Sharepoint

To check a file out of SharePoint, ​do the procedure in this topic.

Check Out File Configuration Screen



Good to Know

How to Start

  1. On the Application Explorer screen, 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 SharePoint icon tab.
      2. On the SharePoint SharePoint icon tab, drag the Check Out File Check Out File icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. Click Check Out File Configuration Check Out File Configuration icon.

Procedure

  1. On the Check Out File Configuration screen, in the SharePoint field, select your SharePoint access token.

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

  2. Complete these fields as necessary.
    Field Name Definition

    Site

    Function:
    Specifies the URL for your SharePoint site.
    Accepted Values:
    A valid SharePoint site URL.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Example:

    Library

    Function:
    Specifies the name of the SharePoint library.
    Accepted Values:
    A valid SharePoint library name.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    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:
    ${DocName}
    Accepts Process Data Variables:
    Yes

    If File Is Already Checked Out

    Function:
    Specifies what to do if the file is already checked out.
    Accepted Values:
    • Complete Activity - Completes the Check Out activity and continues the process.
    • Suspend Process - Suspends (stops) the process.
    Default Value:
    None
    Accepts Process Data Variables:
    No

    Check Out To Local

    Function:
    Specifies if a file can be checked out from a SharePoint document library to your computer.
    Accepted Values:
    • Deselected - A draft copy of the file is stored on the server. This specifies that you can access the SharePoint file over the Internet.
    • Selected - A copy of the file is checked out on your computer's hard drive. Thus, you can work on the file on your computer.
    Default Value:
    Deselected

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