New Form Library activity

An activity that creates a form library within an existing SharePoint site.


New Form Library activity

Configure the New Form Library activity

To configure the New Form Library 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 Form Library activity onto your process.

    Drag New Form Library activity

Procedure

  1. Complete the fields on the General Configuration screen.

    For more information, refer to Configure General Options for a System Activity.

  2. Click New Form Library Configuration New Form Library Configuration icon.
  3. Configure New Form Library Configuration screen.

    For more information, refer to Create a SharePoint Form Library.

  4. (Optional) Click Advanced Advanced icon > Email Notifications E-mail Notifications icon.

    For more information, refer to Configure E-mail Notifications for Any Activity.

General Configuration

Specifies the basic settings for the New Form Library 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 Form Library Configuration

Configures your SharePoint form library.

Figure: New Form Library Configuration screen

New Form Library 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:

Form Library Name

Function:
Specifies the name for the new form library.
Accepted Values:
One line of text with no spaces.
Default Value:
None
Accepts Process Data Variables:
Yes

Form Template Relative Path

Function:
Specifies the location of the InfoPath form template file to use with the new form library.
Accepted Values:
An InfoPath file path relative to the AgilePoint Server application's root directory.
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
  • If AgilePoint Server is installed at:

    C:\Program Files\AgilePoint\AgilePointServerInstance

    And, the InfoPath form template file is located at:

    C:\Program Files\AgilePoint\AgilePointServerInstance\files\MyTemplate.xsn

    Then, this property must be set to the following value:

    files\MyTemplate.xsn

Overwrite Form Library

Function:
Specifies if the activity overwrites the form or document library that already exists at the location where the new library is to be created.
Accepted Values:
  • Deselected - The activity does not overwrite an existing SharePoint form or document library.
    Note: If you specify False when a site or site collection already exists, then SharePoint does not change. The process stops the activity and updates the process variables specified in the SaveErrorMessageTo and SaveStatusTo properties.
  • Selected - The activity overwrites an existing SharePoint form or document library.
Default Value:
Deselected

Enable Versioning

Function:
Specifies if you can use the versioning feature to manage your SharePoint form library or document library.

Versioning feature allows you to keep track of different version of your files. You can view, restore, and delete a particular version of file.

Accepted Values:
  • Deselected - The file versioning feature is disabled.
  • Selected - The file versioning feature is enabled.
Default Value:
Deselected

Enable Content Management

Function:
Specifies if the content management is enabled for the SharePoint form or document library. This adds content type to the library.
Accepted Values:
  • Deselected - The content management feature is disabled.
  • Selected - The content management feature is enabled.
Default Value:
Deselected

Store Library URL in Process Attribute

Function:
Specifies the process data variable that stores the library 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?