New Site activity

An activity that creates a SharePoint site.



Configure the New Site activity

To configure the New Site 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 New Site New Site 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 Site Configuration New Site Configuration icon.
  3. Configure New Site Configuration screen.

    For more information, refer to Create a SharePoint Site.

  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

SharePoint New Site Configuration

Specifies how to create a new SharePoint site.

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.

Relative 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:

Site Title

Function:
Specifies the title for the new SharePoint site or site collection.
Accepted Values:
One line of text with no spaces.
Default Value:
None
Accepts Process Data Variables:
Yes

Locale

Function:
Specifies the locale for the new SharePoint site.

A locale identifies the language used in a particular region or country .

Accepted Values:
A list of locales.
Default Value:
English (United States)
Accepts Process Data Variables:
No

Site Template

Function:
Specifies the name of the SharePoint site template that is used to create the new SharePoint site or site collection.
Accepted Values:
The name of a SharePoint site template.
Default Value:
Team Site
Accepts Process Data Variables:
No

Convert If There

Function:
Specifies if the activity converts an existing site of the same name to a new SharePoint site.
Accepted Values:
  • Deselected - The activity does not overwrite an existing SharePoint site.
    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 site.
Default Value:
Deselected

Inherit Permissions from the Parent Site

Function:
Specifies if the sub site can inherit permissions from the parent site.
Accepted Values:
  • Selected - The site inherits permissions from the parent site.
  • Deselected - The site uses unique permissions.
Default Value:
Deselected

Overwrite the Site

Function:
Specifies if the activity overwrites the site if it already exists at the location where the new site is to be created.
Accepted Values:
  • Deselected - The activity does not overwrite an existing SharePoint site.
    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 site.
Default Value:
Deselected

Store Site URL in Process Attribute

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