Create Permission Level activity

An activity that creates a permission level on SharePoint.


Create Permission Level activity

Configure the Create Permission Level activity

To configure the Create Permission Level activity, do the procedure in this topic.

Examples

Prerequisites

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 Permission Level activity onto your process.

    Create Permission Level activity

General Configuration

Specifies the basic settings for the Create Permission Level 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 Permission Level Configuration

Specifies the information to create a permission level in SharePoint.

Figure: Create Permission Level Configuration > Configuration tab

Create Permission Level 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:

Permission Level Name
Description:
Specifies the name of the permission level to create in SharePoint.
Allowed Values:
One line of text (a string).

Accepted:

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

Permission Level Description
Description:
Specifies the description of the permission level to create.
Allowed Values:
More than one line of text.
Default Value:
None
Accepts Variables:
Yes

Response Permission Level ID
Description:
Specifies the process data variable that stores the SharePoint Permission Level 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?

Select All
Description:
Specifies whether to select all permission types.
Allowed Values:
  • Deselected - You can use permissions from list permissions, site permissions, and personal permissions.
  • Selected - You can use all permission types.
Default Value:
Deselected

Create Permission Level Configuration > List Permissions tab

Specifies the list permissions to add.

Figure: Create Permission Level Configuration > List Permissions tab

Create Permission Level Configuration List Permissions tab

Fields

Field NameDefinition

List Permissions
Description:
Specifies the list permissions to add.
Allowed Values:
  • Manage Lists - Create and delete lists, add or remove columns in a list and public views of a list.
  • Override List Behaviors - Discard or check in a document that is checked out to another user, and change or override settings that allow users to read/change only their own items.
  • Add Items - Add list items and documents.
  • Edit Items - Edit list items, pages, and documents.
  • Delete Items - Delete list items and documents.
  • View Items - View list items and documents.
  • Approve Items - Approve a minor version of list items or document.
  • Open Items - View the source of documents with server-side file handlers.
  • View Versions - View past versions of a list item or document.
  • Delete Versions - Delete past versions of list items or documents.
  • Create Alerts - To create alerts.
  • View Application Pages - View forms, views, and application pages. Enumerate lists.
Default Value:
None
Accepts Variables:
No

Create Permission Level Configuration > Site Permissions tab

Specifies the site permissions to add.

Figure: Create Permission Level Configuration > Site Permissions tab

Create Permission Level Configuration Site Permissions tab

Fields

Field NameDefinition

Site Permissions
Description:
Specifies the site permissions to add.
Allowed Values:
  • Manage Permissions - Create and change permission levels, and assign permissions to users and groups.
  • View Web Analytics Data - View reports on website usage.
  • Create Subsites - Create subsites such as team sites, meeting workspace sites, and document workspace sites.
  • Manage Web Site - Grants the ability to perform all administration tasks, and manage content.
  • Add and Customize Pages - Add, change, or delete HTML pages or web part pages, and edit the website using a Microsoft SharePoint Foundation-compatible editor.
  • Apply Themes and Borders - Apply a theme or borders to the full website.
  • Apply Style Sheets - Apply a style sheet (.css file) to the website.
  • Create Groups - Create a group of users that can be used anywhere within the site collection.
  • Browse Directories - Enumerate files and folders in a web site using SharePoint Designer and Web DAV interfaces.
  • Use Self-Service Site Creation - Create a website using Self-Service Site Creation.
  • View Pages - View pages in a website.
  • Enumerate Permissions - Enumerate permissions on the website, list, folder, document, and list item.
  • Browse User Information - View information about users of the website.
  • Manage Alerts - Manage alerts for all users of the website.
  • Use Remote Interfaces - Use SOAP, Web DAV, the Client Object Model, or SharePoint Designer interfaces to access the website.
  • Use Client Integration Features - Use features that launch client applications. Without this permission, users must work on documents locally and then upload their changes.
  • Open - Allows users to open a Web site, list, or folder in order to access items inside that container.
  • Edit Personal User Information - Allows a user to change their own user information, such as adding a picture.
Default Value:
None
Accepts Variables:
No

Create Permission Level Configuration > Personal Permissions tab

Specifies the personal permissions to add.

Figure: Create Permission Level Configuration > Personal Permissions tab

Create Permission Level Configuration Personal Permissions tab

Fields

Field NameDefinition

Personal Permissions
Description:
Specifies the personal permissions to add.
Allowed Values:
  • Manage Personal Views - Create, change, and delete personal views of lists.
  • Add or Remove Personal Web Parts - Add or remove personal Web Parts on a Web Part page.
  • Update Personal Web Parts - Change Web Parts to display personal information.
Default Value:
None
Accepts Variables:
No