Set User Profile activity

An activity that lets you configure information for a user profile in SharePoint.


Set User Profile activity

Configure the Set User Profile activity

To configure the Set User Profile activity, do the procedure in this topic.

Examples

Prerequisites

  • SharePoint 2013 or later is required.

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 Set User Profile activity onto your process.

    Drag Set User Profile activity

General Configuration

Specifies the basic settings for the Set User Profile 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

SharePoint Set User Profile Configuration

Specifies the user profile information to configure in SharePoint.

Figure: SharePoint Set User Profile Configuration screen

SharePoint Set User Profile 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:
Limitations:
  • OAuth 2.0 authentication is not supported for this activity.

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 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:

User

Function:
Specifies the user name to associate with the action.
Accepted Values:
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?

Click to Load Fields

Function:
Updates the available user profile information on the screen.

Move All

Function:
Moves all the user information to the User Profile Data field.

User Profile Data

Function:
Specifies the user profile data of the selected SharePoint user.
Accepted Values:
  • Valid user information.
Default Value:
None
Accepts Process Data Variables:
No

Process Data

Function:
Gives a list of process data variables that stores the user information.
Accepted Values:
A valid process data variable.
Default Value:
None
Accepts Process Data Variables:
Yes