Submit File to Record Center activity

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


Submit File to Record Center activity

Configure the Submit File to Record Center activity

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

    Drag Submit File To Record Center activity

General Configuration

Specifies the basic settings for the Submit File to Record Center 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

Submit File to Record Center Configuration

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

Figure: Submit File to Record Center Configuration screen

Submit File to Record Center Configuration screen

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 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:

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:

Site

Function:
The URL of your document or file — for example, the file you want to add, delete, or check out.
Accepted Values:
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]\[user name]

Default Value:
None
Accepts Process Data Variables:
Yes
Example:
MyDomain\Administrator