Document Repository for SharePoint

Creates a document repository for SharePoint. You can use this document repository in any File Upload form control in a specified app, and in any process activities that use document repositories.

Figure: SharePoint Create Document Repository screen

SharePoint Create Document Repository screen

Background and Setup

Prerequisites

Good to Know

  • This screen may look different in different places. The UI varies for this screen depending upon how you open it. However, the fields for this screen are the same in all places.
  • 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?

Fields

Field NameDefinition

Name
Description:
The name of the target repository.
Allowed Values:
One line of text (a string).

Not Accepted:

  • Spaces
Default Value:
None
Example:
Refer to:

Access Token
Description:
Specifies the access token that connects to your SharePoint site.
Allowed Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Variables:
No
Example:
Refer to:

Add New Add New icon
Opens this Screen:
Access Token for SharePoint
Function of this Screen:
Configure an access token to connect to SharePoint.
Example:
Refer to:

Site
Description:
Specifies the URL for your SharePoint site.
Allowed Values:
A valid SharePoint site URL.
Default Value:
None
Accepts Variables:
Yes
Example:

Upload the file to
Description:
Specifies the location to upload your file.
Allowed Values:
  • SharePoint List - Lets you specify the name of your SharePoint list and list item ID to upload a file.
  • Document Library - Lets you specify the name of the destination SharePoint document library to upload a file.
Default Value:
Document Library

Document Library
Description:
Specifies the name of the destination SharePoint document library where you want to copy or move the document set.
Allowed Values:
The name of your SharePoint document library.
Default Value:
None
Accepts Variables:
Yes

Content Type
Description:
Specifies the content type for your document set.
Allowed Values:
A content type from the list.

When you select the library name from the Document Library field, this field shows a list of content types associated with the SharePoint document library.

Default Value:
None
Example:
Refer to:

Folder
Description:
Specifies the path of the folder.
Allowed Values:
  • Choose Folder Path - Specifies an absolute path for the folder.
  • Dynamic Folder Path - Specifies a process data variable that stores the relative path of the folder.
Default Value:
Choose Folder Path.
Accepts Variables:
Yes
Example:
  • ${HomeDirectory}\sample2.doc
  • MyFolder1/Sample3.doc

Also refer to:

New Folder
Description:
Specifies the name of the folder to create in the repository.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
Default Value:
None
Accepts Variables:
Yes

Lists
Description:
Specifies the name of your SharePoint list.
Allowed Values:
The name of your SharePoint list from the list.
Default Value:
None
Accepts Variables:
No

List Item ID
Description:
The unique ID of the list item in SharePoint.
Allowed Values:
A valid SharePoint list item ID.
Default Value:
None
Accepts Variables:
No

If A Duplicate File Name Exists
Description:
Specifies what to do if a file exists with the same name at the target location.
Allowed Values:
  • Overwrite The File - Replaces the existing file with the new one.
  • Auto-Increment The File Name - Saves the file to the target location with a sequence number appended to the file name.
  • Do Not Allow The File Upload - If a file exists with the same name, the file does not save to the target location.
Default Value:
Auto-Increment The File Name