Copy List Item activity

An activity that copies specified list items from one list to another.



Configure the Copy List Item activity

To configure the Copy List item activity, do the procedure in this topic.

Good to Know

  • In most text fields, you can use process data variables as an alternative to literal data values.
  • You can configure whether this activity waits for other activities before it runs.

    For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?

  • Documentation for Integrations with Third-Party, External, or Open Source Technologies

    The highest priority for AgilePoint NX Product Documentation is accuracy. Whenever feasible, AgilePoint provides input details, business rules, or example values for third-party integrations. These can include any technology that is not native to AgilePoint NX, such as Salesforce, Active Directory, or REST. However this information is subject to change without notice to AgilePoint. Because we can not guarantee the accuracy of this information, the details provided for third-party product input values, as well as examples for third-party product integrations, are limited in the AgilePoint documentation. It is the responsibility of third-party vendors to provide documentation related to these aspects of their software and services.

    For examples of use case implementations or configuration field input values for third-party products, AgilePoint recommends these resources:

    • AgilePoint Community Forums - An AgilePoint-moderated, crowd-sourcing user forum where you can ask questions about specific techniques, the solutions to use cases, workarounds, or other topics that may not be covered in the Product Documentation.
    • Professional Services - If you can not find the information you need for your specific business problem, mentoring is available through AgilePoint Professional Services.
    • Personalized Training - AgilePoint can provide personalized training for your organization. To request personalized training, contact AgilePoint Sales.
    • Third-Party Vendor Documentation - Whenever feasible, AgilePoint provides links to third-party vendor documentation.

      This does not include technology standards or protocols, such as JavaScript, REST, or FTP. Resources for these technical standards are publicly available on the Internet.

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 Copy List Item Copy List Item icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

Procedure

  1. Complete the fields on the General Configuration screen.

    For more information, refer to Configure General Options for a System Activity.

  2. Click Copy List Item Source Configuration Copy List Item Source Configuration icon.
  3. Configure your source location on the Copy List Item Source Configuration screen.

    For more information, refer to Copy a Sharepoint List Item.

  4. Click Copy List Item Target Configuration Copy List Item Target Configuration icon.
  5. Configure your target location on the Copy List Item Target Configuration screen.

    For more information, refer to Copy a Sharepoint List Item.

  6. (Optional) Click Advanced Advanced icon > E-mail Notifications E-mail Notifications icon.

    For more information, refer to Configure E-mail Notifications for Any Activity.

General Configuration

Specifies the common information for a system activity.

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:
Refer to:

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

Copy List Item Source Configuration

Specifies the source SharePoint location from which to copy your list item.

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:
Limitations:
  • OAuth 2.0 authentication is not supported for this activity.

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:

List

Function:
Specifies the name of your SharePoint list. The source list contains the list items you want to copy or move to the destination list.
Accepted Values:
The name of your SharePoint list.
Default Value:
None
Accepts Process Data Variables:
Yes

Folder

Function:
Specifies the name of your SharePoint folder. The source folder contains the list items you want to copy or move to the destination folder.
Accepted Values:
The name of your SharePoint folder.
Default Value:
None
Accepts Process Data Variables:
Yes

List Item Field

Function:
Specifies the name of a SharePoint list column.
Accepted Values:
Read only.

"ID", the list column that specifies the unique list item ID.

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

Copy List Item Target Configuration

Specifies the target SharePoint location to which you want to copy your list item.

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:
Limitations:
  • OAuth 2.0 authentication is not supported for this activity.

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:

List

Function:
Specifies the name of the destination SharePoint list where you want to copy or move the list items.
Accepted Values:
The name of your SharePoint list.
Default Value:
None
Accepts Process Data Variables:
Yes

Folder

Function:
Specifies the name of the SharePoint folder where you want to copy or move the list items from the source location.
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

Store Response in Process Attribute

Function:
Specifies a process data variable that stores the copied files.
Accepted Values:
A process data variable.
Default Value:
None
Accepts Process Data Variables:
Yes