Create Document Set activity

Configure the Create Document Set activity

To configure the Create Document Set activity, do the procedure in this topic.

Examples

(Example) Create a SharePoint Access Token

Good to Know

To send an email notification, click Advanced > Email Notifications .
For more information, refer to Email Notifications screen (Process Activities).
In most text fields, you can use process data variables as an alternative to literal data values.
You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?
This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
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?

How to Start

Open Process Builder.
For information about how to open this screen, refer to Process Builder.
In Process Builder, in the Activity Library, and open the SharePoint tab.
On the SharePoint tab, drag the Create Document Set activity onto your process.

General Configuration

Specifies the basic settings for the Create Document Set activity.

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

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.

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: (Example) Create a SharePoint Access Token
Create	Opens this Screen: Access Token for SharePoint Function of this Screen: Configure an access token to connect to SharePoint. Example: Refer to: (Example) Create a SharePoint Access Token
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: http://[machine name]:[port]/sites/[site name] Note: You must include the /sites in the Site URL for the site to be created successfully. (External) Form Based Apps – SharePoint Data Source
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 (a string). 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.

Fields

Field Name	Definition
Item Ownership	Function: Specifies the owner of a new document set you created. Accepted Values: Access Token Credentials - The account specified in the SharePoint access token. For more information, refer to Access Token for SharePoint. App Initiators - App Initiators is a permission group for users or groups who have access rights to start a process-based app or form-based app App Owners - App Owners configured in Manage Center or App Builder is a permission group for users or groups who have full access rights for a specific app in App Builder.. SharePoint User Name - Specifies a SharePoint user name or a process data variable that contains the SharePoint user name. Default Value: Service Account used in Access Token

Field Name

Definition

Item Ownership

Function:

Specifies the owner of a new document set you created.

Accepted Values:

Access Token Credentials - The account specified in the SharePoint access token.
For more information, refer to Access Token for SharePoint.
App Initiators - App Initiators is a permission group for users or groups who have access rights to start a process-based app or form-based app
App Owners - App Owners configured in Manage Center or App Builder is a permission group for users or groups who have full access rights for a specific app in App Builder..
SharePoint User Name - Specifies a SharePoint user name or a process data variable that contains the SharePoint user name.

Default Value:

Service Account used in Access Token