Document Transfer activity

An activity that moves files and folders from one storage location to a different location.

Configure the Document Transfer activity

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

Examples

(Example) Configure a Document Transfer activity

Good to Know

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, open the Document tab.
On the Document tab, drag the Document Transfer activity onto your process.

Procedure

Complete the fields on the General Configuration screen.
Click Source Configuration .
On the Source Repository screen, select the source location for your file.
Click Target Configuration .
On the Target Repository screen, select the target location for your file.
(Optional) Click Advanced > Email Notifications .
For more information, refer to Email Notifications screen (Process Activities).

General Configuration

Specifies the basic settings for the Document Transfer 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

Source Repository

Specifies the original, or source, location type for your files.

Fields

Field Name	Definition
Amazon S3	Function: Specifies that Amazon S3 is the source location for your files. To select your file in the source location, complete the fields on Document Transfer > Source Repository > Amazon S3.
Box	Function: Specifies that Box is the source location for your files. To select your file in the source location, complete the fields on Document Transfer > Source Repository > Box. Example: Refer to: (Example) Configure a Document Transfer activity
Dropbox	Function: Specifies that Dropbox is the source location for your files. To select your file in the source location, complete the fields on Document Transfer > Source Repository > Dropbox.
File System	Function: Specifies that the file system on the AgilePoint Server machine is the data source for the file. To select your file in the source location, complete the fields on Document Transfer > Source Repository > File System.
FTP	Function: Specifies that FTP is the source location for your files. To select your file in the source location, complete the fields on Document Transfer > Source Repository > FTP.
Google Drive	Function: Specifies that Google Drive is the source location for your files. To select your file in the source location, complete the fields on Document Transfer > Source Repository > Google Drive.
NetSuite	Function: Specifies that NetSuite is the source location for your files. To select your file in the source location, complete the fields on Document Transfer > Source Repository > NetSuite.
OneDrive	Function: Specifies that OneDrive is the source location for your files. To select your file in the source location, complete the fields on Document Transfer > Source Repository > OneDrive.
OneDrive for Business	Function: Specifies that OneDrive for Business is the source location for your files. To select your file in the source location, complete the fields on Document Transfer > Source Repository > OneDrive for Business.
Salesforce	Function: Specifies that Salesforce is the source location for your files. To select your file in the source location, complete the fields on Document Transfer > Source Repository > Salesforce.
SFTP	Function: Specifies that SFTP is the source location for your files. To select your file in the source location, complete the fields on Document Transfer > Source Repository > SFTP.
SharePoint	Function: Specifies that SharePoint is the source location for your files. To select your file in the source location, complete the fields on Document Transfer > Source Repository > SharePoint.

Target Repository

Selects the target storage repository type for your files.

Fields

Field Name	Definition
Amazon S3	Function: Specifies that Amazon S3 is the target location for your files. To configure the target location for your file, complete the fields in Document Transfer > Target Repository > Amazon S3.
Box	Function: Specifies that Box is the target location for your files. To configure the target location for your file, complete the fields in Document Transfer > Target Repository > Box.
Dropbox	Function: Specifies that Dropbox is the target location for your files. To configure the target location for your file, complete the fields in Document Transfer > Target Repository > Dropbox. Example: Refer to: (Example) Configure a Document Transfer activity
File System	Function: Specifies that the file system on the AgilePoint Server machine is the target data source location for the file. To select your file in the source location, complete the fields on Document Transfer > Target Repository > File System.
FTP	Function: Specifies that FTP is the target location for your files. To configure the target location for your file, complete the fields in Document Transfer > Target Repository > FTP.
Google Drive	Function: Specifies that Google Drive is the target location for your files. To configure the target location for your file, complete the fields in Document Transfer > Target Repository > Google Drive.
NetSuite	Function: Specifies that NetSuite is the target location for your files. To configure the target location for your file, complete the fields in Document Transfer > Target Repository > NetSuite.
OneDrive	Function: Specifies that OneDrive is the target location for your files. To configure the target location for your file, complete the fields in Document Transfer > Target Repository > OneDrive.
OneDrive for Business	Function: Specifies that OneDrive for Business is the target location for your files. To configure the target location for your file, complete the fields in Document Transfer > Target Repository > OneDrive for Business.
Salesforce	Function: Specifies that Salesforce is the target location for your files. To configure the target location for your file, complete the fields in Document Transfer > Target Repository > Salesforce.
SFTP	Function: Specifies that SFTP is the target location for your files. To configure the target location for your file, complete the fields in Document Transfer > Target Repository > SFTP.
SharePoint	Function: Specifies that SharePoint is the target location for your files. To configure the target location for your file, complete the fields in Document Transfer > Target Repository > SharePoint.