Create SharePoint Group activity

An activity that adds a user to a SharePoint Group.


Create SharePoint Group activity

Configure the Create SharePoint Group activity

To configure the Create SharePoint Group 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 SharePoint Group activity onto your process.

    Create SharePoint Group activity

General Configuration

Specifies the basic settings for the Create SharePoint Group 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 SharePoint Group Configuration

Specifies the settings for your new SharePoint group.

Figure: Create SharePoint Group Configuration screen

Create SharePoint Group Configuration screen

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:

Group Name

Function:
Specifies the name of your SharePoint group.
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
Yes

Group Owner

Function:
Specifies the name of the SharePoint user to be the owner of the group.
Accepted Values:
A user name, with the domain name, in this format:

[domain]\[user name]

Default Value:
None
Accepts Process Data Variables:
Yes
Example:
MyDomain\Administrator

Group Description

Function:
A description of the group.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
Yes