Approve/Reject Content activity

An activity that approves or rejects a document or file with no human action.


Approve or Reject Content activity

Configure the Approve/Reject Content activity

To configure the Approve/Reject Content 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 Process Builder, in the Activity Library, and open the SharePoint tab.

    Open SharePoint tab
  3. On the SharePoint tab, drag the Approve/Reject Content activity onto your process.

    Approve Reject Content activity

General Configuration

Specifies the basic settings for the Approve/Reject Content 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 NameDefinition

Display Name

Description:
Specifies the activity name that shows in your process.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
Default Value:
None
Accepts 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

Description:
Specifies an optional text description for your activity.
Allowed Values:
More than one line of text.
Default Value:
None
Accepts Variables:
No

Approve/Reject Content Configuration

Configures an approval or rejection of a document or file.

Figure: Approve/Reject Content Configuration screen

Approve or Reject Content Configuration screen

Fields

Field NameDefinition

SharePoint

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:

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

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

Library

Description:
Specifies the name of the SharePoint library.
Allowed Values:
A valid SharePoint library name.
Default Value:
None
Accepts Variables:
Yes

Folder

Description:
Specifies the name of your SharePoint folder.
Allowed 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 Variables:
Yes

File Name

Description:
The name of your file.
Allowed Values:
A valid file name.
Default Value:
${DocName}
Accepts Variables:
Yes

Approval Type

Description:
Specifies if the document is approved or rejected.
Allowed Values:
  • Reject - Rejects the document.
  • Approve - Approves the document.
Default Value:
Reject
Accepts Variables:
No