Submit File to Record Center activity

An activity that puts a specified file in a SharePoint Record Center for storage.

Configure the Submit File to Record Center activity

To configure the Submit File to Record Center 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 Submit File To Record Center activity onto your process.

General Configuration

Specifies the basic settings for the Submit File to Record Center 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

Submit File to Record Center 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 Record Center site where you store the files. Accepted Values: A list of access tokens configured for your environment. Default Value: None Accepts Process Data Variables: No
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
Record Center Site URL	Function: Retrieves the list of routing names for the specified SharePoint Record Center site.
Routing Name	Function: Specifies the routing name to be used to submit the file to the SharePoint Record Center. A routing name is a record routing rule that is set up on the SharePoint Record Center to facilitate records management. Each routing rule maps the records to the destination location on the Record Center site based on content type. Accepted Values: A routing name. Default Value: None Accepts Process Data Variables: Yes
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 Example: Refer to: (Example) Create a SharePoint Access Token
Site	Function: The URL of your document or file — for example, the file you want to add, delete, or check out. Accepted Values: One line of text (a string) in URL format. Default Value: None Accepts Process Data Variables: Yes
Library	Function: Specifies the name for the new document library. Accepted Values: One line of text that can have spaces. Default Value: None Accepts Process Data Variables: Yes
Folder	Function: Specifies the name of your SharePoint folder. Accepted Values: The name of your SharePoint folder If the folder does not exist within the specified SharePoint list, the AgilePoint system creates it. Default Value: None Accepts Process Data Variables: Yes
File Name	Function: The name of your file. Accepted Values: A valid file name. Default Value: ${DocName} Accepts Process Data Variables: Yes
User Name	Function: The user name you want to associate with the action. If the current user does not have access to the Record Center site, then the Login window opens. This user impersonation feature switches users at runtime to access the Record Center. Note: The user must be a member of the Records Center Web Service Submitters group in SharePoint. Accepted Values: A user name, with the domain name, in this format: [domain name]\[user name] Default Value: None Accepts Process Data Variables: Yes Example: MyDomain\Administrator