Create a SharePoint Library

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

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

Procedure

  1. To configure your new Sharepoint 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:

    List Template

    Function:
    Specifies the name of the SharePoint list template to be used to create the new document library.
    Accepted Values:
    Document Library.

    This field is read-only. When you select SharePoint access token from SharePoint field, this field shows the associated document library.

    Default Value:
    None
    Accepts Process Data Variables:
    No

    Document Library Name

    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 Template

    Function:
    Specifies the SharePoint document template to be associated with the new document library.
    Accepted Values:
    The name of a SharePoint document template.

    The valid values for this property are the same as the values listed in the New Document Library page, such as:

    • Microsoft Office FrontPage Web page
    • Microsoft Office Excel spreadsheet
    • Microsoft Office PowerPoint presentation
    • Basic page
    • Web Part Page

    The New Document Library page is displayed when you manually create a new document library in SharePoint.

    Default Value:
    Microsoft Office Word document - A new document library is created for Microsoft Word documents.
    Accepts Process Data Variables:
    No

    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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