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.


Portal Listing activity

Configure the Portal Listing activity

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

    Drag Portal Listing activity

General Configuration

Specifies the basic settings for the Portal Listing activity.

Figure: General Configuration screen

General Configuration screen

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

Portal Listing Configuration

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

Figure: Portal Listing Configuration screen

Portal Listing 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:

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:
Default Value:
None
Accepts Process Data Variables:
Yes

Title

Function:
Specifies the title for your new portal link.
Accepted Values:
A text string.
Default Value:
None
Accepts Process Data Variables:
No

Notes

Function:
The information about the new portal link you want to provide.
Accepted Values:
A text 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