Submit File to Record Center activity

An activity that puts a specified file in a SharePoint Record Center for storage.



Configure the Submit File to Record Center activity

To configure the Submit File to Record Center 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 Submit File to Record Center Submit File to Record Center 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 Submit File To Record Center Configuration Submit File To Record Center Configuration icon.
  3. Configure Submit File To Record Center Configuration screen.

    For more information, refer to Submit a File to a SharePoint Record Center.

  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

Submit File to Record Center Configuration

Specifies how to put a file in a SharePoint Record Center.

Screen



Fields

Field Name Definition

SharePoint

Function:
Specifies the access token that connects to your SharePoint Record Center site where you store the files.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Process Data Variables:
No

Add Token Add Token icon

Opens this Screen:
Access Token for SharePoint
Function of this Screen:
Configure an access token to connect to SharePoint.

Record Center Site URL

Function:
Retrieves the list of routing names for the specified SharePoint Record Center site.

Routing Name

Function:
Specifies the routing name to be used to submit the file to the SharePoint Record Center.

A routing name is a record routing rule that is set up on the SharePoint Record Center to facilitate records management. Each routing rule maps the records to the destination location on the Record Center site based on content type.

Accepted Values:
A routing name.
Default Value:
None
Accepts Process Data Variables:
Yes

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

Site

Function:
The URL of your document or file — for example, the file you want to add, delete, or check out.
Accepted Values:
A valid URL.
Default Value:
None
Accepts Process Data Variables:
Yes

Library

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

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

User Name

Function:

The user name you want to associate with the action.

If the current user does not have access to the Record Center site, then the Login window opens. This user impersonation feature switches users at runtime to access the Record Center.

Note: The user must be a member of the Records Center Web Service Submitters group in SharePoint.
Accepted Values:
A user name, with the domain name, in this format:

[domain]\[user name]

Default Value:
None
Accepts Process Data Variables:
Yes
Example:
MyDomain\Administrator