Source Repository Configuration (SharePoint) - Document Transfer

Specifies the original, or source, location for your files on SharePoint in the Document Transfer activity.

Screen



How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Document tab.
      2. On the Document tab, drag the Document Transfer activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. On the Source Repository screen, click OneDrive .
  4. Click Source Detail Configuration .

Fields

Field Name Definition

SharePoint

Function:
Specifies the access token that connects to your SharePoint site.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None

Add Token

Opens this Screen:
New SharePoint Access Token
Function of this Screen:
Configures a new access token for SharePoint.

Site

Function:
Specifies the URL for your SharePoint site.
Accepted Values:
A valid SharePoint site URL
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
  • http://[machine name]:[port]/sites/[site name]

    You must include the /sites in the Site URL for the site to be created successfully.

Document Library

Function:
Specifies the name of the SharePoint document library.
Accepted Values:
A valid SharePoint document library name.
Default Value:
None
Accepts Process Data Variables:
Yes

Folder Path

Function:
Specifies the path of the folder.
Accepted Values:
  • Choose Folder Path - Specifies an absolute path for the folder.
  • Dynamic Folder Path - Specifies a process data variable that stores the relative path of the folder.
Default Value:
Dynamic Folder Path
Example:
  • ${HomeDirectory}\sample2.doc
  • MyFolder1/Sample3.doc

File Name

Function:
Specifies the name of the file in your storage source location.
Accepted Values:
A valid file name.
Default Value:
None
Accepts Process Data Variables:
Yes

Filter

Function:
Specifies the file name or a set of files expressed with the filter expression to search within the specified source location.
Accepted Values:
  • A file name.
  • A filter string that uses asterisks (*) as wildcards.
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
These are some examples of filter expressions:
  • *.* - All files are searched.
  • *.txt - The files that have the .txt file extension are searched.
  • *.pdf - The files that have the .pdf file extension are searched.
  • MyFile.* - All files start with MyFile are searched.
  • *[part of file name]* - All files that contain the specified part of file name are searched.
  • *.xml - The files that have the .xml file extension are searched.
  • *.doc - The files that have the .doc file extension are searched.
  • MyFile.xml - Only the specific file MyFile.xml is searched.

The filter action is done at the source location specified in the activity.

Recursive

Function:
Specifies if the activity's action — such as copy, upload, or delete — is recursive. In other words, it specifies if the activity does the action again in the subfolders of the target location
Accepted Values:
  • Deselected - The activity does the action only on the files in the specified source folder. There is no effect on files in subfolders.
  • Selected - The activity does the action on the files in the specified source folder, as well as the files in the subfolders.
Default Value:
Deselected

Delete source files after moving to destination

Function:
Specifies if the activity deletes the files from the source folder after it moves the files to the target folder.
Accepted Values:
  • Selected - The activity deletes the files from the source folder or subfolder after it moves the files to the target folder.
  • Deselected - The activity does not delete the files from the source folder and subfolders.
Default Value:
Deselected