Copy Document Set activity

An activity that copies a document set from one SharePoint document folder or library to a different SharePoint document folder or library.


Copy Document Set activity

Configure the Copy Document Set activity

To configure the Copy Document Set 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 Process Builder, in the Activity Library, and open the SharePoint tab.

    Open SharePoint tab
  3. On the SharePoint tab, drag the Copy Document Set activity onto your process.

    Copy Document Set activity

General Configuration

Specifies the basic settings for the Copy Document Set 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 NameDefinition

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

Source Site Configuration

Specifies the source SharePoint location from which to copy your document set.

Figure: Source Site Configuration screen

Source Site Configuration screen

Fields

Field NameDefinition

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. The source site contains your SharePoint document library and document set — for example, the document set to copy or move to the target document library.
Accepted Values:
A valid SharePoint site URL.
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
http://APDesktop:8000/sites/MySite

Document Library

Function:
Specifies the name of the SharePoint document library. The source document library contains the document set to copy or move to the target document library.
Accepted Values:
The name of your SharePoint library.
Default Value:
None
Accepts Process Data Variables:
Yes

Document Set

Function:
Specifies the name of the document set.
Accepted Values:
The name of your document set.
Default Value:
None
Accepts Process Data Variables:
Yes

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.

Overwrite File

Function:
Specifies if the activity replaces the file if it already exist with the same name at the specified target location.
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:
Selected

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

Target Site Configuration > Configuration tab

Specifies the target SharePoint location to which you want to copy your document set.

Figure: Target Site Configuration > Configuration tab

Configuration tab

Fields

Field NameDefinition

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. The target site contains the document library to copy or move the document set from the source document library.
Accepted Values:
A valid SharePoint site URL.
Default Value:
None
Accepts Process Data Variables:
Yes

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 name of the SharePoint folder to copy or move the document set from the source location.
Accepted Values:
The name of your SharePoint folder.

If the folder is not in the specified SharePoint list, the AgilePoint system creates the folder.

Default Value:
None
Accepts Process Data Variables:
Yes

Target Site Configuration > Item Ownership tab

Specifies the owner of the copied document set.

Figure: Target Site Configuration > Item Ownership tab

Item Ownership tab

Fields

Field NameDefinition

Item Ownership

Function:
Specifies the owner of the copied document set.
Accepted Values:
Default Value:
Service Account used in Access Token