Source Repository Configuration (File System) - Document Transfer

Specifies the original, or source, location for your files on your AgilePoint Server machine in the Document Transfer activity.

Figure: Source Repository Configuration screen (File System)

Source Repository Configuration screen File System

Prerequisites

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, in the Activity Library, open the Document Document icon tab.
      2. On the Document Document icon tab, drag the Document Transfer Document Transfer icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. On the Source Repository screen, click File System File System icon.
  4. Click Source Detail Configuration Source Detail Configuration icon.

Fields

Field Name Definition

Path and File or Folder Name

Function:
Specifies the absolute path and file name of your document.
Accepted Values:
An absolute path and document name on the AgilePoint Server machine.
Default Value:
None

File Name/Filter

Function:
Specifies the file name or a set of files expressed with the filter expression to search within the specified source location.
Accepted Values:
  • File Name - Specifies the name of the file in your storage source location.
  • Filter - Specifies a file name or a filter string that uses asterisks (*) as wildcards.
Default Value:
Filter
Accepts Process Data Variables:
Yes
Example:
These are some examples of filter expressions:
  • *.* - All files are searched.
  • *.txt - The files that have the .txt file extension are searched.
  • *.pdf - The files that have the .pdf file extension are searched.
  • MyFile.* - All files start with MyFile are searched.
  • *[part of file name]* - All files that contain the specified part of file name are searched.
  • *.xml - The files that have the .xml file extension are searched.
  • *.doc - The files that have the .doc file extension are searched.
  • MyFile.xml - Only the specific file MyFile.xml is searched.

The filter action is done at the source location specified in the activity.

Recursive

Function:
Specifies if the activity's action — such as copy, upload, or delete — is recursive. In other words, it specifies if the activity does the action again in the subfolders of the target location
Accepted Values:
  • Deselected - The activity does the action only on the files in the specified source folder. There is no effect on files in subfolders.
  • Selected - The activity does the action on the files in the specified source folder, as well as the files in the subfolders.
Default Value:
Deselected

Delete source files after moving to destination

Function:
Specifies if the activity deletes the files from the source folder after it moves the files to the target folder.
Accepted Values:
  • Selected - The activity deletes the files from the source folder or subfolder after it moves the files to the target folder.
  • Deselected - The activity does not delete the files from the source folder and subfolders.
Default Value:
Deselected