Create SharePoint List activity

An activity that creates a SharePoint list.

Configure the Create SharePoint List activity

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

Examples

(Example) Create a SharePoint Access Token

Good to Know

To send an email notification, click Advanced > Email Notifications .
For more information, refer to Email Notifications screen (Process Activities).
In most text fields, you can use process data variables as an alternative to literal data values.
You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?
This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
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?

How to Start

Open Process Builder.
For information about how to open this screen, refer to Process Builder.
In Process Builder, in the Activity Library, and open the SharePoint tab.
On the SharePoint tab, drag the Create SharePoint List activity onto your process.

General Configuration

Specifies the basic settings for the Create SharePoint List activity.

Good to Know

Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

Fields

Field Name	Definition
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

Field Name

Definition

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:

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 SharePoint List Configuration

Specifies the settings for a new SharePoint list.

Fields

Field Name	Definition
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: (Example) Configure a Create List Item Activity to Put the Leave Information in the SharePoint List (External) Form Based Apps – SharePoint Data Source (Example) Create a SharePoint Access Token
Create	Opens this Screen: Access Token for SharePoint Function of this Screen: Configure an access token to connect to SharePoint. Example: Refer to: (Example) Create a SharePoint Access Token
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. (External) Form Based Apps – SharePoint Data Source
List Name	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: (Example) Configure a Create List Item Activity to Put the Leave Information in the SharePoint List
List Type	Description: Specifies the type of SharePoint list you want. Allowed Values: Announcements Contacts Custom List Custom List in Datasheet View Data Sources Discussion Board Document Library Events Form Library Issues Links Picture Library Survey Tasks Default Value: Custom List
Description	Description: A description of your SharePoint list. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Default Value: None Accepts Variables: No
Display on Quick Launch	Description: Specifies if you want to include the SharePoint list in the Quick Launch menu. Allowed Values: Deselected - The list is not included in the Quick Launch menu. Selected - The list is included in the Quick Launch menu. Default Value: Deselected
Column Name	Description: Specifies the name of a custom SharePoint list column. Note: This option is available only when you select the Custom List option in the List Type field. Custom List is a built-in SharePoint list template. Allowed Values: One line of text (a string). Not Accepted: Spaces Default Value: None Accepts Variables: Yes
Column Type	Description: Specifies the column type for a custom SharePoint list column. Note: This option is available only when you select the Custom List option in the List Type field. Custom List is a built-in SharePoint list template. Allowed Values: Text Calculated Choice Currency Date Time Lookup Number User Default Value: None
Column Description	Description: The free text description of a custom SharePoint list column. Note: This option is available only when you select the Custom List option in the List Type field. Custom List is a built-in SharePoint list template. Allowed Values: One line of text (a string). Default Value: None Accepts Variables: Yes
Column Required	Description: Specifies whether the custom SharePoint column is required. Note: This option is available only when you select the Custom List option in the List Type field. Custom List is a built-in SharePoint list template. Allowed Values: Deselected - The custom SharePoint column is not required. Selected - The custom SharePoint column is mandatory. Default Value: Deselected
Add	Function: Creates a row.
Delete	Function: Deletes the row.
Store List URL in Process Attribute	Description: Specifies the process data variable that stores the SharePoint list URL. Allowed Values: A variable. Format: String Accepted: URL 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?