Set Permission activity

Configure the Set Permission activity

To configure the Set Permission 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 Set Permission activity onto your process.

General Configuration

Specifies the basic settings for the Set Permission 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:

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

Set Permission

Specifies how to configure the activity to set permissions in SharePoint.

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
Set Permission for	Description: Specifies the item for which to set the permissions. Allowed Values: Site Collection Site List/Library List Item Default Value: Site Collection Accepts Variables: No
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	Description: Specifies the name of the SharePoint library or list. To Open this Field: Select List/Library or List Item. Allowed Values: A valid SharePoint library name or list name. Default Value: None Accepts Variables: Yes
List Item ID	Description: Specifies the ID of a SharePoint list item. To Open this Field: Select List Item. Allowed Values: The ID of your SharePoint list item. Default Value: ${ListItemID} 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?

User / Group Configuration

Specifies the users and groups to set the permissions.

User or Group Configuration screen — Figure: User / Group Configuration screen

Fields

Field Name	Definition
Permission Type list	Description: Specifies a category of participants to add the permission. Allowed Values: Site Collection Groups - Shows your SharePoint site collection groups. To create a group, refer to Groups. Site Collection Users - Shows your SharePoint site collection users. To add a new user, refer to Users. Site Groups - Shows your SharePoint site groups. To create a group, refer to Groups. Site Users - Shows your SharePoint site users. To add a new user, refer to Users. Default Value: Site Collection Groups Accepts Variables: No
Search	Function: Does a search based on the specified criteria.
Details	Description: Specifies the users or groups for whom to set permissions. Allowed Values: A list of users or groups. Default Value: None Accepts Variables: Yes

Permission Levels

Specifies the permissions to set for the selected users and groups.

Fields

Field Name	Definition
Permission Level	Description: Specifies the permission level for the SharePoint resource. Allowed Values: One or more permissions from the list. When you select the access token from the SharePoint field on the Set Permission screen, this field shows the permissions associated with the access token. Default Value: None Accepts Variables: No
Description	Description: Specifies the description for the permission levels. Allowed Values: A list of descriptions for the permission levels Default Value: Read only. Accepts Variables: No