Copy Files from SharePoint Source Site

To configure the SharePoint source site to copy files, do the procedure in this topic.

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

Procedure

  1. On the Copy Files Source Site Configuration screen, in the SharePoint field, select the access token from the list.

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

  2. In the Site field, select a valid URL from where you want to copy the files.
  3. In the Library field, select a valid Sharepoint library which has the files you want to copy.
  4. In the Folder field, select a valid Sharepoint folder which has the files you want to copy.
  5. (Optional) In the Filter field, enter a file name or a set of files you want to search within the specified source location.
    Field Name Definition

    File Name/Filter

    Function:
    Specifies the file name or a set of files expressed with the filter expression to search within the specified source location.
    Accepted Values:
    • File Name - Specifies the name of the file in your storage source location.
    • Filter - Specifies a file name or a filter string that uses asterisks (*) as wildcards.
    Default Value:
    Filter
    Accepts Process Data Variables:
    Yes
    Example:
    These are some examples of filter expressions:
    • *.* - All files are searched.
    • *.txt - The files that have the .txt file extension are searched.
    • *.pdf - The files that have the .pdf file extension are searched.
    • MyFile.* - All files start with MyFile are searched.
    • *[part of file name]* - All files that contain the specified part of file name are searched.
    • *.xml - The files that have the .xml file extension are searched.
    • *.doc - The files that have the .doc file extension are searched.
    • MyFile.xml - Only the specific file MyFile.xml is searched.

    The filter action is done at the source location specified in the activity.

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