New Library activity

An activity that creates a SharePoint library within a SharePoint site.



Configure the New Library activity

To configure the New Library 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?

  • You can not use a custom library template to create the document library.
  • 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 New Library New Library 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 New Library Configuration New Library Configuration icon.
  3. Configure New Library Configuration screen.

    For more information, refer to Create a SharePoint Library.

  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

New Library Configuration

Configures your new SharePoint library.



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 Template

Function:
Specifies the name of the SharePoint list template to be used to create the new document library.
Accepted Values:
Document Library.

This field is read-only. When you select SharePoint access token from SharePoint field, this field shows the associated document library.

Default Value:
None
Accepts Process Data Variables:
No

Document Library Name

Function:
Specifies the name for the new document library.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
Yes

Document Template

Function:
Specifies the SharePoint document template to be associated with the new document library.
Accepted Values:
The name of a SharePoint document template.

The valid values for this property are the same as the values listed in the New Document Library page, such as:

  • Microsoft Office FrontPage Web page
  • Microsoft Office Excel spreadsheet
  • Microsoft Office PowerPoint presentation
  • Basic page
  • Web Part Page

The New Document Library page is displayed when you manually create a new document library in SharePoint.

Default Value:
Microsoft Office Word document - A new document library is created for Microsoft Word documents.
Accepts Process Data Variables:
No

Overwrite Document Library

Function:
Specifies if the activity overwrites the form or document library that already exists at the location where the new library is to be created.
Accepted Values:
  • Deselected - The activity does not overwrite an existing SharePoint form or document library.
    Note: If you specify False when a site or site collection already exists, then SharePoint does not change. The process stops the activity and updates the process variables specified in the SaveErrorMessageTo and SaveStatusTo properties.
  • Selected - The activity overwrites an existing SharePoint form or document library.
Default Value:
Deselected

Enable Versioning

Function:
Specifies if you can use the versioning feature to manage your SharePoint form library or document library.

Versioning feature allows you to keep track of different version of your files. You can view, restore, and delete a particular version of file.

Accepted Values:
  • Deselected - The file versioning feature is disabled.
  • Selected - The file versioning feature is enabled.
Default Value:
Deselected

Enable Content Management

Function:
Specifies if the content management is enabled for the SharePoint form or document library. This adds content type to the library.
Accepted Values:
  • Deselected - The content management feature is disabled.
  • Selected - The content management feature is enabled.
Default Value:
Deselected

Store Library URL in Process Attribute

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