Update Permission Level activity

An activity that changes a permission level on SharePoint.



Configure the Update Permission Level activity

To configure the Update Permission Level activity, do the procedure in this topic.

Prerequisites

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 Update Permission Level Update Permission Level 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 Update Permission Level Configuration Update Permission Level Configuration icon.
  3. Complete the fields on these screens:

    For more information, refer to Change a Permission Level on SharePoint.

  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

Update Permission Level Configuration

Specifies the information to change a permission level in SharePoint.

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.

Permission Level

Function:
Specifies the permission level to change.
Accepted Values:
A permission level name from the list.
Default Value:
None
Accepts Process Data Variables:
Yes

Permission Level New Name

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

Permission Level New Description

Function:
Specifies the new description for the permission level.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
Yes

Select All

Function:
Specifies whether to select all permission types.
Accepted Values:
  • Deselected - You can use permissions from list permissions, site permissions, and personal permissions.
  • Selected - You can use all permission types.
Default Value:
Deselected

Update Permission Level Configuration > List Permissions tab

Specifies the list permissions to change.

Screen



Fields

Field Name Definition

List Permissions

Function:
Specifies the list permissions to change.
Accepted Values:
  • Manage Lists - Create and delete lists, add or remove columns in a list and public views of a list.
  • Override List Behaviours - Discard or check in a document that is checked out to another user, and change or override settings that allow users to read/change only their own items.
  • Add Items - Add list items and documents.
  • Edit Items - Edit list items, pages, and documents.
  • Delete Items - Delete list items and documents.
  • View Items - View list items and documents.
  • Approve Items - Approve a minor version of list items or document.
  • Open Items - View the source of documents with server-side file handlers.
  • View Versions - View past versions of a list item or document.
  • Delete Versions - Delete past versions of list items or documents.
  • Create Alerts - To create alerts.
  • View Application Pages - View forms, views, and application pages. Enumerate lists.
Default Value:
None
Accepts Process Data Variables:
No

Update Permission Level Configuration > Site Permissions tab

Specifies the site permissions to change.

Screen



Fields

Field Name Definition

Site Permissions

Function:
Specifies the site permissions to change.
Accepted Values:
  • Manage Permissions - Create and change permission levels, and assign permissions to users and groups.
  • View Web Analytics Data - View reports on website usage.
  • Create Subsites - Create subsites such as team sites, meeting workspace sites, and document workspace sites.
  • Manage Web Site - Grants the ability to perform all administration tasks, and manage content.
  • Add and Customize Pages - Add, change, or delete HTML pages or web part pages, and edit the website using a Microsoft SharePoint Foundation-compatible editor.
  • Apply Themes and Borders - Apply a theme or borders to the full website.
  • Apply Style Sheets - Apply a style sheet (.css file) to the website.
  • Create Groups - Create a group of users that can be used anywhere within the site collection.
  • Browse Directories - Enumerate files and folders in a web site using SharePoint Designer and Web DAV interfaces.
  • Use Self-Service Site Creation - Create a website using Self-Service Site Creation.
  • View Pages - View pages in a website.
  • Enumerate Permissions - Enumerate permissions on the website, list, folder, document, and list item.
  • Browse User Information - View information about users of the website.
  • Manage Alerts - Manage alerts for all users of the website.
  • Use Remote Interfaces - Use SOAP, Web DAV, the Client Object Model, or SharePoint Designer interfaces to access the website.
  • Use Client Integration Features - Use features that launch client applications. Without this permission, users must work on documents locally and then upload their changes.
  • Open - Allows users to open a Web site, list, or folder in order to access items inside that container.
  • Edit Personal User Information - Allows a user to change their own user information, such as adding a picture.
Default Value:
None
Accepts Process Data Variables:
No

Update Permission Level Configuration > Personal Permissions tab

Specifies the personal permissions to change.

Screen



Fields

Field Name Definition

Personal Permissions

Function:
Specifies the personal permissions to change.
Accepted Values:
  • Manage Personal Views - Create, change, and delete personal views of lists.
  • Add or Remove Personal Web Parts - Add or remove personal Web Parts on a Web Part page.
  • Update Personal Web Parts - Change Web Parts to display personal information.
Default Value:
None
Accepts Process Data Variables:
No