Change a SharePoint Group

To change a SharePoint group, ​do the procedure in this topic.

Update SharePoint Group 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 Update SharePoint Group Update SharePoint Group icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. Click Update SP Group Configuration Update SP Group Configuration icon.

Procedure

  1. To configure your settings to change a SharePoint group, on the Update SharePoint Group Configuration screen, 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

    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:

    Existing Group Name

    Function:
    Specifies the name of the SharePoint group to change.
    Accepted Values:
    A valid SharePoint group name.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    New Group Name

    Function:
    Specifies the target, or new, name for the SharePoint group.
    Accepted Values:
    One line of text.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    New Group Description

    Function:
    Specifies your target group description.
    Accepted Values:
    More than one line of text.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    New Group Owner

    Function:
    Specifies the name of the SharePoint user to be the new owner of your group.
    Accepted Values:
    A user name, with the domain name, in this format:

    [domain]\[user name]

    Default Value:
    None
    Accepts Process Data Variables:
    Yes

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