New Site activity

An activity that creates a SharePoint site.

Configure the New Site activity

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

General Configuration

Specifies the basic settings for the New Site 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

SharePoint New Site Configuration

Specifies how to create a new SharePoint site.

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
Relative Site URL	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
Site Title	Function: Specifies the title for the new SharePoint site or site collection. Accepted Values: One line of text (a string) with no spaces. Default Value: None Accepts Process Data Variables: Yes
Locale	Function: Specifies the locale for the new SharePoint site. A locale identifies the language used in a particular region or country . Accepted Values: A list of locales. Default Value: English (United States) Accepts Process Data Variables: No
Site Template	Function: Specifies the name of the SharePoint site template that is used to create the new SharePoint site or site collection. Accepted Values: The name of a SharePoint site template. Default Value: Team Site Accepts Process Data Variables: No
Convert If There	Function: Specifies if the activity converts an existing site of the same name to a new SharePoint site. Accepted Values: Deselected - The activity does not overwrite an existing SharePoint site. 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 site. Default Value: Deselected
Inherit Permissions from the Parent Site	Function: Specifies if the sub site can inherit permissions from the parent site. Accepted Values: Selected - The site inherits permissions from the parent site. Deselected - The site uses unique permissions. Default Value: Deselected
Overwrite the Site	Function: Specifies if the activity overwrites the site if it already exists at the location where the new site is to be created. Accepted Values: Deselected - The activity does not overwrite an existing SharePoint site. 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 site. Default Value: Deselected
Store Site URL in Process Attribute	Function: Specifies the process data variable that stores the full site URL which includes the sub site. 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?