Copy List Item activity

An activity that copies specified list items from one list to another.


Copy List Item activity

Configure the Copy List Item activity

To configure the Copy List item 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 List Item activity onto your process.

    Copy List Item activity

General Configuration

Specifies the basic settings for the Copy List Item 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 list item.

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
Accepts Process Data Variables:
No
Example:
Refer to:
Limitations:
  • OAuth 2.0 authentication is not supported for this activity.

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. The source list contains the list items you want to copy or move to the destination list.
Accepted Values:
The name of your SharePoint list.
Default Value:
None
Accepts Process Data Variables:
Yes

Folder

Function:
Specifies the name of your SharePoint folder. The source folder contains the list items you want to copy or move to the destination folder.
Accepted Values:
The name of your SharePoint folder.
Default Value:
None
Accepts Process Data Variables:
Yes

List Field Name

Function:
Specifies the name of a SharePoint list column.
Accepted Values:
Read only.

"ID", the list column that specifies the unique list item ID.

List Item Field Value

Function:
Specifies the SharePoint list column's value.

This value can be used as a filter to limit the scope of the action.

Accepted Values:
The list column's value.
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?

Target Site Configuration > Configuration tab

Specifies the target SharePoint location to which you want to copy your list item.

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
Accepts Process Data Variables:
No
Example:
Refer to:
Limitations:
  • OAuth 2.0 authentication is not supported for this activity.

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 the destination SharePoint list where you want to copy or move the list items.
Accepted Values:
The name of your SharePoint list.
Default Value:
None
Accepts Process Data Variables:
Yes

Folder

Function:
Specifies the name of the SharePoint folder where you want to copy or move the list items from the source location.
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 Response in Process Attribute

Function:
Specifies a process data variable that stores the copied files.
Accepted Values:
A process data variable.
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?

Target Site Configuration > Item Ownership tab

Specifies the owner of the copied list item.

Figure: Target Site Configuration > Item Ownership tab

Item Ownership tab

Fields

Field NameDefinition

Item Ownership

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