Add User to SharePoint Group activity

An activity that adds a user to a SharePoint Group.


Add User to SharePoint Group activity

Configure the Add User to SharePoint Group activity

To configure the Add User to SharePoint Group activity, do the procedure in this topic.

Examples

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In the Process Builder, in the Activity Library, and open the SharePoint tab.

    Open SharePoint tab
  3. On the SharePoint tab, drag the Add User to SharePoint Group activity onto your process.

    Add User to SharePoint Group activity

General Configuration

Specifies the basic settings for the Add User to SharePoint Group activity.

Figure: General Configuration screen

General Configuration screen

Good to Know

  • Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

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:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

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

Add User to a Group on SharePoint Site Configuration

Specifies your user information to add in SharePoint.

Figure: Add User to a Group on SharePoint Site Configuration screen

Add User to a Group on SharePoint Site Configuration 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
Example:
Refer to:

Create 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:

Group Name

Function:
Specifies the name of your SharePoint group.
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
Yes

User Name

Function:
Specifies the user name to add to your SharePoint group.
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
MyDomain\Administrator

Email ID

Function:
The user's e-mail address.
Accepted Values:
A text string in email address format.
Default Value:
None
Accepts Process Data Variables:
Yes

User Notes

Function:
Gives information related to this task. For example, you can specify group-related privileges for an administrator to assign to the user.
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
Yes