Configuration for Retrieving ListItem Fields Window

Specifies the configuration for retrieving list item field values and where the values will be updated in a custom attribute, schema metadata, or SharePoint metadata.



After the Source Site is configured, the configuration window will look similar to below.



The MetaData Name column is used to specify a custom attribute, schema metadata, or SharePoint metadata where the value from the list field that is retrieved will be updated to.

Note: In order to update schema metadata with the retrieved field values, the AgilePoint Envision process template type must be either Microsoft InfoPath or Generic.

The MetaData Name can be configured as follows:

  1. Use the Add button to select a SharePoint metadata item.
  2. Input a custom attribute name (e.g. Company1).
  3. Click the button at the right side of the field to select a schema metadata.