Move Files from One SharePoint Location to a Different Location

To move files from one SharePoint library or folder to another, do the procedure in this topic.

Screen



Screen



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

Good to Know

Procedure

  1. To configure your SharePoint source location 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:

    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

    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
  2. Click Move File Target Configuration Move File Target Configuration icon.
  3. To configure your SharePoint target location 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:

    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

    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

    Overwrite File

    Function:
    Specifies if the activity replaces the file if it already exist with the same name at the specified target location.
    Accepted Values:
    • Selected - The activity replaces the file if it exists with the same name at the target location.
    • Deselected - The activity saves the file with a different name.
    Default Value:
    Selected

    Store Response in Process Attribute

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

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