Create List Item activity

An activity that creates a SharePoint list item.


Create List Item activity

Configure the Create List Item activity

To configure the Create List Item activity, do the procedure in this topic.

Video: eForms with SharePoint - Part 4

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 Create List Item activity onto your process.

    Create List Item activity

General Configuration

Specifies the basic settings for the Create List Item 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

Create List Item Configuration > Configuration tab

Specifies the details for a SharePoint list item.

Figure: Create List Item Configuration > Configuration tab

Create List Item Configuration Configuration tab

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:
  • http://[machine name]:[port]/sites/[site name]

    Note: You must include the /sites in the Site URL for the site to be created successfully.

Also refer to:

List

Description:
Specifies the name of your SharePoint list.
Allowed Values:
The name of your SharePoint list.
Default Value:
None
Accepts Variables:
Yes
Example:
Refer to:

Content Type

Description:
Specifies the content type for the list item.
Allowed Values:
The name of your content type.
Default Value:
None
Note: If you don't provide a content type for the list item, the SharePoint system applies a default content type, named "Item."
Accepts Variables:
Yes
Example:
Refer to:

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

Store List Item ID in Process Attribute

Description:
Specifies the process data variable that stores the SharePoint list item ID.
Allowed Values:
A process data variable that accepts an alphanumeric string with no spaces or special characters.
Default Value:
None
Accepts 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?

Create List Item Configuration > SharePoint List tab

Specifies the configuration for a SharePoint list item.

Figure: Create List Item Configuration > SharePoint List tab

Create List Item Configuration SharePoint List tab

Fields

Field NameDefinition

Field Display Name

Description:
Specifies the SharePoint column names for your list or library.
Allowed Values:
Read only.

The values show when you select a list item.

Example:
Refer to:

Field Internal Name

Description:
Specifies the internal names of the SharePoint columns for your list or library.
Allowed Values:
Read only.

The values show when you select a list item

Example:
Refer to:

Value

Description:
The value for the SharePoint column.
Allowed Values:
  • A null (blank) value.
  • A process data variable.
  • An Xpath to a schema element.

    To add XML metadata associated with the process, drag the schema element in the Value field.

  • The URI for one or more files.

    You can attach one or more files separated by semicolons (;) using:

    • Local file path - c:\[path]\[file name]
    • URL - http://[URL]/[file name]
Default Value:
The data type of the SharePoint column.
Note: By default, the Value field displays the column's data type. Set the actual value.
Accepts Variables:
Yes
Example:
Refer to:
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?

Create List Item Configuration > Item Ownership tab

Specifies the owner of a new SharePoint list item you created.

Figure: Create List Item Configuration > Item Ownership tab

Item Ownership tab

Fields

Field NameDefinition

Item Ownership

Description:
Specifies the owner of a new list item you created.
Allowed Values:
Default Value:
Service Account used in Access Token