Create a SharePoint Form Library

To create a SharePoint form library, do the procedure in this topic.

New Form Library 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 New Form Library New Form Library icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. Click New Form Library Configuration New Form Library Configuration icon.

Procedure

  1. To configure a new Sharepoint form library, 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:

    Form Library Name

    Function:
    Specifies the name for the new form library.
    Accepted Values:
    One line of text with no spaces.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Form Template Relative Path

    Function:
    Specifies the location of the InfoPath form template file to use with the new form library.
    Accepted Values:
    An InfoPath file path relative to the AgilePoint Server application's root directory.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Example:
    • If AgilePoint Server is installed at:

      C:\Program Files\AgilePoint\AgilePointServerInstance

      And, the InfoPath form template file is located at:

      C:\Program Files\AgilePoint\AgilePointServerInstance\files\MyTemplate.xsn

      Then, this property must be set to the following value:

      files\MyTemplate.xsn

    Store Library URL in Process Attribute

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

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