Portal Listing activity

An activity that adds a link to a SharePoint link library. This activity is usually used with the SharePoint Portal site template.

Configure the Portal Listing activity

To configure the Portal Listing 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 Portal Listing activity onto your process.

General Configuration

Specifies the basic settings for the Portal Listing 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

Portal Listing Configuration

Specifies how to put a file in a SharePoint Record Center.

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
Link Library	Function: Specifies the name of the target SharePoint library to add your link. Accepted Values: A valid SharePoint library name. Default Value: Links - Specifies the name of a SharePoint list template. You can add a list of web pages to the link library that uses this template. Accepts Process Data Variables: Yes
Link URL	Function: Specifies the URL of the target SharePoint library for your link. Accepted Values: A valid SharePoint library URL A process data variable Default Value: None Accepts Process Data Variables: Yes
Title	Function: Specifies the title for your new portal link. Accepted Values: One line of text (a string). Default Value: None Accepts Process Data Variables: No
Notes	Function: The information about the new portal link you want to provide. Accepted Values: One line of text (a string). Default Value: None Accepts Process Data Variables: No
Overwrite	Function: Specifies if the activity writes over a link URL, or creates a new one. Accepted Values: Deselected - The activity creates a link, and does not write over a link. Selected - The activity writes over a link. If you specify Selected and a link is there, the activity replaces a link URL with the new link. The activity changes the non-URL properties of the link. Default Value: Deselected