Approve/Reject Content activity

An activity that approves or rejects a document or file with no human action.


Approve or Reject Content activity

Configure the Approve/Reject Content activity

To configure the Approve/Reject Content activity, do the procedure in this topic.

Examples

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 Approve/Reject Content Approve or Reject Content icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

General Configuration

Specifies the basic settings for the Approve/Reject Content activity.

Figure: General Configuration screen

General Configuration screen

Fields

Field Name Definition

Display Name

Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description

Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Approve/Reject Content Configuration

Configures an approval or rejection of a document or file.

Figure: Approve/Reject Content Configuration screen

Approve or Reject Content Configuration screen

Fields

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.
Example:
Refer to:

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:

Library

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

Folder

Function:
Specifies the name of your SharePoint folder.
Accepted Values:
The name of your SharePoint folder

If the folder does not exist within the specified SharePoint list, the AgilePoint system creates it.

Default Value:
None
Accepts Process Data Variables:
Yes

File Name

Function:
The name of your file.
Accepted Values:
A valid file name.
Default Value:
${DocName}
Accepts Process Data Variables:
Yes

Approval Type

Function:
Specifies if the document is approved or rejected.
Accepted Values:
  • Reject - Rejects the document.
  • Approve - Approves the document.
Default Value:
Reject
Accepts Process Data Variables:
No