Copy a Sharepoint List Item

To copy a SharePoint list item from one folder or list to another, do the procedure in this topic.

Copy List Item Source Site Configuration Screen



Copy List Item Target Site 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 Copy List Item Copy List Item icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. Click Copy List Item Source Configuration Copy List Item Source Configuration icon.

Procedure

  1. To configure the SharePoint source for your files, complete these fields as necessary.
    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
    Accepts Process Data Variables:
    No
    Example:
    Refer to:

    Add Token Add Token icon

    Opens this Screen:
    Access Token for SharePoint
    Function of this Screen:
    Configure an access token to connect to SharePoint.

    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:

    List

    Function:
    Specifies the name of your SharePoint list. The source list contains the list items you want to copy or move to the destination list.
    Accepted Values:
    The name of your SharePoint list.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Folder

    Function:
    Specifies the name of your SharePoint folder. The source folder contains the list items you want to copy or move to the destination folder.
    Accepted Values:
    The name of your SharePoint folder.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    List Item Field

    Function:
    Specifies the name of a SharePoint list column.
    Accepted Values:
    Read only.

    "ID", the list column that specifies the unique list item ID.

    List Item Field Value

    Function:
    Specifies the SharePoint list column's value.

    This value can be used as a filter to limit the scope of the action.

    Accepted Values:
    The list column's value.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
  2. Click Copy List Item Target Configuration Copy List Item Target Configuration icon.
  3. To configure the SharePoint target for your files, complete these fields as necessary.
    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
    Accepts Process Data Variables:
    No
    Example:
    Refer to:

    Add Token Add Token icon

    Opens this Screen:
    Access Token for SharePoint
    Function of this Screen:
    Configure an access token to connect to SharePoint.

    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:

    List

    Function:
    Specifies the name of the destination SharePoint list where you want to copy or move the list items.
    Accepted Values:
    The name of your SharePoint list.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Folder

    Function:
    Specifies the name of the SharePoint folder where you want to copy or move the list items from the source location.
    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

    Store Response in Process Attribute

    Function:
    Specifies a process data variable that stores the copied files.
    Accepted Values:
    A process data variable.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

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