Repository Details for SharePoint

Specifies the location of your files in SharePoint for the File Upload form control.

Figure: SharePoint Create Document Repository screen

SharePoint Create Document Repository screen

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:
    • Configure a document repository for an eForm:
      1. Do one of these:
      2. Do one of these:
        • Add a File Upload File Upload icon control:
          1. On the eForm Builder screen, in the Toolbox, open the Common Controls Common Controls icon tab.
          2. On the Common Controls Common Controls icon tab, drag a File Upload File Upload icon form control onto your eForm.
        • Change a File Upload File Upload icon control:
          1. On your eForm, click the control, and click Edit Edit icon.
      3. On the Configure tab, click Add Repository Add Repository icon.
    • Configure a document repository for an application:
      1. On the right pane, click Quick Links.
      2. On the Quick Links screen, click Add Document Repository.
  2. On the Choose Document Repository screen screen, select SharePoint SharePoint icon, and click Next.

Fields

Field Name Definition

Name
Function:
The name of the target repository.
Accepted Values:
One line of text with no spaces.
Default Value:
None
Example:
Refer to:

Access Token
Function:
Specifies the access token that connects to your data source.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Process Data Variables:
No
Example:
Refer to:

Add New Add New 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:

You want to upload the file to
Function:
Specifies the location to upload your file.
Accepted Values:
  • List Item - Lets you specify the name of your SharePoint list and list item ID to upload a file.
  • Document Library - Lets you specify the name of the destination SharePoint document library to upload a file.
Default Value:
Document Library

Document Library
Function:
Specifies the name of the destination SharePoint document library where you want to copy or move the document set.
Accepted Values:
The name of your SharePoint document library.
Default Value:
None
Accepts Process Data Variables:
Yes

Folder
Function:
Specifies the path of the folder.
Accepted Values:
  • Choose Folder Path - Specifies an absolute path for the folder.
  • Dynamic Folder Path - Specifies a process data variable that stores the relative path of the folder.
Default Value:
Dynamic Folder Path
Example:
  • ${HomeDirectory}\sample2.doc
  • MyFolder1/Sample3.doc

Also refer to:

New Folder
Function:
Specifies the name of the folder to create in the repository.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
Yes

Lists
Function:
Specifies the name of your SharePoint list.
Accepted Values:
The name of your SharePoint list from the list.
Default Value:
None
Accepts Process Data Variables:
No

List Item ID
Function:
The unique ID of the list item in SharePoint.
Accepted Values:
A valid SharePoint list item ID.
Default Value:
None
Accepts Process Data Variables:
No

File Action
Function:
Specifies what to do if a file exists with the same name at the target location.
Accepted Values:
  • Overwrite If File Exists - Replaces the existing file with the new one.
  • Auto Increment File Name if Exists - Saves the file to the target location with a sequence number appended to the file name.
  • Block Upload if File Exists - If a file exists with the same name, the file does not save to the target location.
Default Value:
Auto Increment File Name if Exists