Create Document Set activity

An activity that creates a document set.


Create Document Set activity

Configure the Create Document Set activity

To configure the Create 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 the Process Builder, in the Activity Library, and open the SharePoint tab.

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

    Create Document Set activity

General Configuration

Specifies the basic settings for the Create 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 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 Document Set Configuration > Configuration tab

Specifies your settings for creating a document set.

Figure: Create Document Set Configuration > Configuration tab

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
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:

Document Library

Function:
Specifies the name for the new document library.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
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

Document Set Content Type

Function:
Specifies the content type for your document set.
Accepted Values:
One line of text that can have spaces.
Default Value:
None.

If this field does not have a value, SharePoint shows the default document set content type.

Accepts Process Data Variables:
Yes

Document Set Name

Function:
Specifies the name for the document set.
Accepted Values:
One line of text.
Default Value:
None
Accepts Process Data Variables:
Yes

Create Document Set Configuration > Item Ownership tab

Specifies the owner of a new document set you created.

Figure: Create Document Set Configuration > Item Ownership tab

Item Ownership tab

Fields

Field Name Definition

Item Ownership

Function:
Specifies the owner of a new document set you created.
Accepted Values:
Default Value:
Service Account used in Access Token