Create SharePoint List activity

An activity that creates a SharePoint list.

Configure the Create SharePoint List activity

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

General Configuration

Specifies the basic settings for the Create SharePoint List 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:

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.

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: (Example) Configure a Create List Item Activity to Put the Leave Information in the SharePoint List (External) Form Based Apps – SharePoint Data Source (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
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: (Example) Configure a Create List Item Activity to Put the Leave Information in the SharePoint List
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 (a string) 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 (a string). 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	Function: Creates a row.
Delete	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?