Create Multiple List Items activity

An activity that creates more than one list item in SharePoint based on a repeating field.


Create Multiple List Items activity

Configure the Create Multiple List Items activity

To configure the Create Multiple List Items 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 Create Multiple List Items activity onto your process.

    Create Multiple List Items activity

General Configuration

Specifies the basic settings for the Create Multiple List Items activity.

Figure: General Configuration screen

General Configuration 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:
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

Create Multiple List Items Configuration > Configuration tab

Specifies the configuration details for the SharePoint list items.

Figure: Create Multiple List Items Configuration > Configuration tab

Create Multiple List Items Configuration Configuration tab

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:

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:

List

Function:
Specifies the name of your SharePoint list.
Accepted Values:
The name of your SharePoint list.
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
Refer to:

Content Type

Function:
Specifies the content type for the list item.
Accepted Values:
The name of your content type.
Default Value:
None
Note: If you don't provide a content type for the list item, the SharePoint system applies a default content type, named "Item."
Accepts Process Data Variables:
Yes

Folder

Function:
Specifies the name of your SharePoint folder.
Accepted Values:
The name of your SharePoint folder

If the folder does not exist within the specified SharePoint list, the AgilePoint system creates it.

Default Value:
None
Accepts Process Data Variables:
Yes

Store List Item IDs in Process Attribute

Function:
Specifies a process data variable that belongs to the same repeating schema element configured on the Create Multiple List Items Configuration > SharePoint List tab to store the SharePoint list item IDs.
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. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use 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, or 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?

Create Multiple List Items Configuration > SharePoint List tab

Specifies the details for the SharePoint list items to create.

Figure: Create Multiple List Items Configuration > SharePoint List tab

Create Multiple List Items Configuration SharePoint List tab

Fields

Field Name Definition

Repeating Node

Function:
Specifies an XPath to the root of a repeating element in a schema where all the data are stored. These data will be inserted into the database during the insert operation.
Accepted Values:
A valid XPath to a repeating XML node.
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
/pd:myFields/pd:PersonalDetails

Field Display Name

Function:
Specifies the SharePoint column names for your list or library.
Accepted Values:
Read only.

The values show when you select a list item.

Field Internal Name

Function:
Specifies the internal names of the SharePoint columns for your list or library.
Accepted Values:
Read only.

The values show when you select a list item

Value

Function:
The value for the SharePoint column.
Accepted Values:
  • A null (blank) value.
  • A process data variable.
  • An Xpath to a schema element.

    To add XML metadata associated with the process, drag the schema element in the Value field.

  • The URI for one or more files.

    You can attach one or more files separated by semicolon (;) using:

    • Local file path - c:\[path]\[file name]
    • URL - http://[URL]/[file name]
Default Value:
The data type of the SharePoint column.
Note: By default, the Value field displays the column's data type. Set the actual value.
Accepts Process Data Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use 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, or 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?

Create Multiple List Items Configuration > Item Ownership tab

Specifies the owner of new SharePoint list items you created.

Figure: Create Multiple List Items Configuration > Item Ownership tab

Item Ownership tab

Fields

Field Name Definition

Item Ownership

Function:
Specifies the owner of new SharePoint list items you created.
Accepted Values:
Default Value:
Service Account used in Access Token