New Folder activity

An activity that creates a folder within a SharePoint document library.


New Folder activity

Configure the New Folder activity

To configure the New Folder 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 New Folder activity onto your process.

    Drag New Folder activity

General Configuration

Specifies the basic settings for the New Folder 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

New Folder Configuration > Configuration tab

Specifies the name and location for your new SharePoint folder.

Figure: New Folder Configuration > Configuration tab

Configuration tab

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

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

Folder Name

Function:
Specifies the name of your SharePoint folder.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
Yes

Store Folder URL in Process Attribute

Function:
Specifies the process data variable that stores the SharePoint folder 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?

New Folder Configuration > Item Ownership tab

Specifies the owner of a folder you created in a SharePoint document library.

Figure: New Folder Configuration > Item Ownership tab

Item Ownership tab

Fields

Field Name Definition

Item Ownership

Function:
Specifies the owner of a folder you created in a SharePoint document library.
Accepted Values:
Default Value:
Service Account used in Access Token