Create a Document Set

To create a document set, ​do the procedure in this topic.

Create Document Set 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 Create Document Set Create Document Set icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. Click Create Document Set Configuration Create Document Set Configuration icon.

Procedure

  1. To configure your settings to create a document set, on the Create Document Set Configuration screen, 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

    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:

    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:
    Yes

    Document Set Name

    Function:
    Specifies the name for the document set.
    Accepted Values:
    One line of text.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
  2. (Optional) To specify the Folder and the Document Set Content Type, complete these fields as necessary.
    Field Name Definition

    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 that can have spaces.
    Default Value:
    None.

    If this field does not have a value, SharePoint shows the default document set content type.

    Accepts Process Data Variables:
    Yes

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