Create SharePoint List activity

An activity that creates a SharePoint list.


Create SharePoint List activity

Configure the Create SharePoint List activity

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

    Create SharePoint List activity

General Configuration

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

Specifies the settings for a new SharePoint list.

Figure: Create SharePoint List Configuration screen

Create SharePoint List 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
Accepts Process Data Variables:
No
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:

List Name

Function:
Specifies the name of your SharePoint list.
Accepted Values:
The name of your SharePoint list.
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
Refer to:

List Type

Function:
Specifies the type of SharePoint list you want.
Accepted Values:
  • Announcements
  • Contacts
  • Custom List
  • Custom List in Datasheet View
  • Data Sources
  • Discussion Board
  • Document Library
  • Events
  • Form Library
  • Issues
  • Links
  • Picture Library
  • Survey
  • Tasks
Default Value:
Custom List

Description

Function:
A description of your SharePoint list.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No

Display on Quick Launch

Function:
Specifies if you want to include the SharePoint list in the Quick Launch menu.
Accepted Values:
  • Deselected - The list is not included in the Quick Launch menu.
  • Selected - The list is included in the Quick Launch menu.
Default Value:
Deselected

Column Name

Function:
Specifies the name of a custom SharePoint list column.
Note: This option is available only when you select the Custom List option in the List Type field. Custom List is a built-in SharePoint list template.
Accepted Values:
One line of text with no spaces.
Default Value:
None
Accepts Process Data Variables:
Yes

Column Type

Function:
Specifies the column type for a custom SharePoint list column.
Note: This option is available only when you select the Custom List option in the List Type field. Custom List is a built-in SharePoint list template.
Accepted Values:
  • Text
  • Calculated
  • Choice
  • Currency
  • Date Time
  • Lookup
  • Number
  • User
Default Value:
None

Column Description

Function:
The free text description of a custom SharePoint list column.
Note: This option is available only when you select the Custom List option in the List Type field. Custom List is a built-in SharePoint list template.
Accepted Values:
One line of text.
Default Value:
None
Accepts Process Data Variables:
Yes

Column Required

Function:
Specifies whether the custom SharePoint column is required.
Note: This option is available only when you select the Custom List option in the List Type field. Custom List is a built-in SharePoint list template.
Accepted Values:
  • Deselected - The custom SharePoint column is not required.
  • Selected - The custom SharePoint column is mandatory.
Default Value:
Deselected

Add Add icon

Function:
Creates a row.

Delete Delete icon

Function:
Deletes the row.

Store List URL in Process Attribute

Function:
Specifies the process data variable that stores the SharePoint list URL.
Accepted Values:
A process data variable that accepts a URL.
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?