SharePoint tab

This section gives full information about the activities on the SharePoint tab.

Good to Know

  • 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?

Activities in Process Builder

You can use out-of-the-box activities for SharePoint to execute actions in process-based apps.

An activity is a functional unit, or task, in a process-based app. Activities that integrate with a third-party system provide access to the API functionality for that system in a simple, point-and-click, form-entry format. This means that you can easily leverage APIs without writing code.

Figure: Process Activities for SharePoint

Process Activities for SharePoint

The following activities are available for SharePoint:

  • Add Blog
  • Add Navigation Link
  • Add Property
  • Add User to SharePoint Group
  • Approve/Reject Content
  • Break Permission Inheritance
  • CAML Query
  • Change Item Ownership
  • Check In File
  • Check Out File
  • Check Property
  • Copy Document Set
  • Copy Files
  • Copy List Item
  • Create Document Set
  • Create List Item
  • Create Multiple List Items
  • Create Permission Level
  • Create SharePoint List
  • Create SharePoint Group
  • Delete Document Set
  • Delete Draft Version
  • Delete Files
  • Delete Folder
  • Delete List Item
  • Delete Navigation Link
  • Delete Particular File Version
  • Delete Permission Level
  • Delete Property
  • Delete SharePoint List
  • Download Document Set
  • Excel Read
  • Excel Write
  • Excel Calculate
  • Get User Profile
  • List Form Start Task
  • List Form Standard Task
  • Move Document Set
  • Move Files
  • Move List Item
  • New Folder
  • New Form Library
  • New Library
  • New Site
  • New Site Collection
  • Portal Listing
  • Publish Content
  • Remove Permission
  • Remove SharePoint Group
  • Remove User From SharePoint Group
  • Restore File Version
  • Restore Permission Inheritance
  • Retrieve List Item
  • Retrieve Property
  • Set Permission
  • Set User Profile
  • SharePoint PowerShell Command
  • Submit File to Record Center
  • Subprocess With InfoPath
  • Undo Check Out File
  • Update InfoPath
  • Update Metadata
  • Update Navigation Link
  • Update Permission Level
  • Update Property
  • Update SharePoint Group
  • Upload Document Set
  • Write To Workflow History List

For more information, refer to the process activities for SharePoint in Process Builder.