Create SharePoint List activity

An activity that creates a SharePoint list.



Configure the Create SharePoint List activity

To configure the Create SharePoint List 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 Create SharePoint List Create SharePoint List 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 Create SharePoint List Configuration Create SharePoint List Configuration icon.
  3. Configure Create Sharepoint List Configuration screen.

    For more information, refer to Create a SharePoint List.

  4. (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

Create SharePoint List Configuration

Specifies the settings for a new SharePoint list.



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.

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.
Accepted Values:
The name of your SharePoint list.
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
Refer to:

List Type

Function:
Specifies the type of SharePoint list you want.
Accepted Values:
  • Announcements
  • Contacts
  • Custom List
  • Custom List in Datasheet View
  • Data Sources
  • Discussion Board
  • Document Library
  • Events
  • Form Library
  • Issues
  • Links
  • Picture Library
  • Survey
  • Tasks
Default Value:
Custom List

Description

Function:
A description of your SharePoint list.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No

Display on Quick Launch

Function:
Specifies if you want to include the SharePoint list in the Quick Launch menu.
Accepted Values:
  • Deselected - The list is not included in the Quick Launch menu.
  • Selected - The list is included in the Quick Launch menu.
Default Value:
Deselected

Column Name

Function:
Specifies the name of a custom SharePoint list column.
Note: This option is available only when you select the Custom List option in the List Type field. Custom List is a built-in SharePoint list template.
Accepted Values:
One line of text with no spaces.
Default Value:
None
Accepts Process Data Variables:
Yes

Column Type

Function:
Specifies the column type for a custom SharePoint list column.
Note: This option is available only when you select the Custom List option in the List Type field. Custom List is a built-in SharePoint list template.
Accepted Values:
  • Text
  • Calculated
  • Choice
  • Currency
  • Date Time
  • Lookup
  • Number
  • User
Default Value:
None

Column Description

Function:
The free text description of a custom SharePoint list column.
Note: This option is available only when you select the Custom List option in the List Type field. Custom List is a built-in SharePoint list template.
Accepted Values:
One line of text.
Default Value:
None
Accepts Process Data Variables:
Yes

Column Required

Function:
Specifies whether the custom SharePoint column is required.
Note: This option is available only when you select the Custom List option in the List Type field. Custom List is a built-in SharePoint list template.
Accepted Values:
  • Deselected - The custom SharePoint column is not required.
  • Selected - The custom SharePoint column is mandatory.
Default Value:
Deselected

Add Add icon

Function:
Creates a row.

Delete Delete icon

Function:
Deletes the row.

Store List URL in Process Attribute

Function:
Specifies the process data variable that stores the SharePoint list URL.
Accepted Values:
A process data variable that accepts a URL.
Default Value:
None
Accepts Process Data Variables:
Yes