Change a Process Data Variable Using Data from a SharePoint List Item

To change the value of a process data variable with data values from a SharePoint list item, do the procedure in this topic

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

Procedure

  1. On the Retrieve List Item Configuration screen, in the SharePoint field, select your SharePoint access token.

    To create a new access token, click Add Token Add Token icon. For more information, refer to Access Token for SharePoint.

    .
  2. In the Site field, select your SharePoint site.
  3. In the List field, select the SharePoint list that has your list items.
  4. Complete this field as necessary .
    Field Name Definition

    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
  5. Click the SharePoint List tab.
  6. Drag your list columns from the SharePoint List Columns field to the Selected SharePoint List Columns field.
  7. (Optional) To change the metadata label, complete this field as necessary
    Field Name Definition

    Meta Data Name

    Function:
    The name of the process data variable to store the list item field values. The values can be changed to a process attribute, an XML schema element, or SharePoint variable.
    Accepted Values:
    • A process attribute.
    • An XPath to a schema element.

      To add XML metadata associated with the process model, click the button in the MetaData Name field.

    • SharePoint metadata.
    • The URI for one or more files.

      You can attach one or more files separated by semicolon (;) using:

      • Local file path - c:\[path]\[file name]
      • URL - http://[URL]/[file name]
    Default Value:
    None.

    When you add a field, the Meta Data Name column shows the internal name of the SharePoint column.

    Accepts Process Data Variables:
    Yes