Target Repository Configuration (SharePoint) - Microsoft Word

Specifies the target location for your output Microsoft Word or PDF file on SharePoint in the Microsoft Word activity.

Figure: Target Repository Configuration screen (SharePoint)

Target Repository Configuration screen SharePoint

Video: Create a Document in Microsoft Word or PDF Format

Examples

Good to Know

  • Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

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 Microsoft Word Microsoft Word icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. On the Target Repository screen, select your target location as SharePoint SharePoint icon.
  4. Click Target Detail Configuration Target Detail Configuration icon.

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
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.
Example:
Refer to:

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:

Upload Files To
Function:
Specifies whether to upload files to a SharePoint list or library.
Accepted Values:
  • List Item - Lets you upload files in a SharePoint list.
  • Document Library - Lets you upload files in a SharePoint library.
Default Value:
Document Library
Limitations:

AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 Software Update 1 or higher.

List/Library
Function:
Specifies the name of the SharePoint library or list.
Accepted Values:
A valid SharePoint library name or list name.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

The option to use a SharePoint list or library is available in these releases:

List Item ID
Function:
Specifies the ID of a SharePoint list item.
To Open this Field:
  1. On the Target Repository Configuration screen, in the Upload Files To field, select List Item.
Accepted Values:
The ID of your SharePoint list item.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 Software Update 1 or higher

Choose Folder Path
Function:
Specifies the relative path of the target folder in your SharePoint list or library.
To Open this Field:
  1. On the Target Repository Configuration screen, in the Upload Files To field, select Document Library.
Accepted Values:
The name of a folder in your SharePoint list or library.
Default Value:
None
Example:
Refer to:
Limitations:

Choose Folder Path option only supports document libraries in the Upload Files To field. The Document Library option is available in these releases:

Existing Folder ID
Function:
Specifies the folder ID in SharePoint where the file is stored.
To Open this Field:
  1. On the Target Repository Configuration screen, in the Upload Files To field, select Document Library.
Accepted Values:
A valid folder ID.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

The Folder ID option only supports document libraries in the Upload Files To field. The Document Library option is available in these releases:

In the previous releases, this option was a Folder Path where you can specify a process data variable that stores the relative path of the folder.

Create New Folder
Function:
Specifies that a new folder is created for the file by the process.
To Open this Field:
  1. On the Target Repository Configuration screen, in the Upload Files To field, select Document Library.
Accepted Values:
  • Deselected - The activity does not create a new folder.
  • Selected - The activity creates a new folder.
Default Value:
Deselected
Accepts Process Data Variables:
No
Limitations:

Create New Folder option only supports document libraries in the Upload Files To field. The Document Library option is available in these releases:

Create New Folder Name
Function:
Specifies the name the process gives to the folder the process creates.
To Open this Field:
  1. On the Target Repository Configuration screen, in the Upload Files To field, select Document Library.
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
Refer to:
Limitations:

Choose Folder Path option only supports document libraries in the Upload Files To field. The Document Library option is available in these releases:

Overwrite If File Exists
Function:
Specifies if the activity replaces the file if it already exist with the same name at the specified target location.
To Open this Field:
  1. On the Target Repository Configuration screen, in the Upload Files To field, select Document Library.
Accepted Values:
  • Selected - The activity replaces the file if it exists with the same name at the target location.
  • Deselected - The activity saves the file with a different name.
Default Value:
Deselected

Store the Response ID in this Variable
Function:
Specifies the process data variable that contains the response ID for the document transfer.
Accepted Values:
A process data variable that accepts an alphanumeric string with no spaces or special characters.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?