Configure User Profile Information in SharePoint

To configure user profile information in SharePoint, do the procedure in this topic.

SharePoint Set User Profile Configuration Screen



Prerequisites

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 Set User Profile Set User Profile icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. Click Set User Profile Set User Profile icon.

Procedure

  1. On the SharePoint Set User Profile 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. Complete these fields as necessary.
    Field Name Definition

    Site URL

    Function:
    Specifies the URL for your SharePoint site.
    Accepted Values:
    A valid SharePoint site URL.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Example:

    User

    Function:
    Specifies the user name to associate with the action.
    Accepted Values:
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Limitations:

    The configuration details AgilePoint NX Product Documentation can provide for third-party integrations is limited. For more information, refer to the relevant section in Third-Party Vendor Documentation.

  3. To show the user profile data, click Refresh.
  4. Drag your user profile data to the User Profile Data field.

    You can click Move All to move all the user profile data to the User Profile Data field.

  5. Complete this field as necessary.
    Field Name Definition

    Process Data

    Function:
    Gives a list of process data variables that stores the user information.
    Accepted Values:
    A valid process data variable.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

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