SharePoint Configuration screen

Configures a SharePoint list as your data source.

How to Start

  1. In the Application Explorer, in the My Applications pane, expand [Application Name] > Processes.
  2. Click your process name.
  3. Do one of these:
    • In the content pane, double-click Schema.
      1. Select Schema.xsd
      2. Click Edit Edit icon.
    • In the content pane, double-click Process Model.
      1. Double-click your process.
      2. Click Form Data Form Data icon.
      3. On the Data screen, in the Data Source, click Edit Edit icon.
  4. On the Data Model screen, click Add Data Source Add Data Source icon.
  5. On the Select Primary Data Source screen, select SharePoint SharePoint icon.
  6. Click Next.

SharePoint Configuration screen > Configuration tab

Configures how to collect data from a SharePoint list for your application or process.

Figure: SharePoint Configuration screen

SharePoint Configuration screen

Fields

Field Name Definition

Data Source Name
Function:
Specifies a name for your data source.
Accepted Values:
One line of text with no spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
Refer to:

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.
Example:
Refer to:

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:

List Name
Function:
Specifies the name of the SharePoint list.
Accepted Values:
A valid SharePoint list name.
Default Value:
None
Accepts Process Data Variables:
No
Limitations:
In these releases, this field does not show document libraries in the list if you use SharePoint as a primary data source for an form-based app or a process-based app that starts with an eForm.

SharePoint Configuration screen > Fields tab

Specifies the SharePoint columns to use in your application or process.

Figure: SharePoint Configuration Fields screen

SharePoint Configuration Fields screen

Prerequisites

Fields

Field Name Definition

Check box
Function:
Specifies the SharePoint columns to use on your application or process.
Accepted Values:
  • Selected - Your application or process contains SharePoint columns.
  • Deselected - The SharePoint column does not show on your application or process.
Default Value:
Selected

Display Name
Function:
Shows the fields in your SharePoint list.
Accepted Values:
Read only.

Data Type
Function:
Shows the data type of a SharePoint field.
Accepted Values:
Read only.

Schema XPath
Function:
Shows the xpath of the SharePoint field.
Accepted Values:
Read only.

Lookup Key
Function:
Shows whether the SharePoint field has a lookup relationship.
Accepted Values:
Read only.

Mandatory
Function:
Specifies whether the value is required in the SharePoint field.
Accepted Values:
Read only.

Unique
Function:
Shows whether a duplicate value is permitted in the SharePoint field.
Accepted Values:
Read only.